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OFSFX vs VSCAX
OFSFX vs VSCAX Comparison
Open Charts OFSFX vs VSCAX
Olstein Strategic Opportunities Adviser
Price$21.40
Change-$0.16 (-0.74%)
VolumeN/A
Net Assets48.36M
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
OFSFX vs VSCAX Comparison Chart in %
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OFSFX vs. VSCAX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OFSFX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. OFSFX (48.4M). OFSFX pays higher dividends than VSCAX: OFSFX (0.62) vs VSCAX (0.32). OFSFX was incepted earlier than VSCAX: OFSFX (11 years) vs VSCAX (26 years). OFSFX (1.52) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. OFSFX (24.00). OFSFX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -0.35 vs. OFSFX (-10.61). VSCAX return over 5 years is better than : 90.72 vs. OFSFX (7.07).
| OFSFX | VSCAX | OFSFX / VSCAX | |
| Total Expense Ratio | 1.35 | 1.10 | 123% |
| Annual Report Gross Expense Ratio | 1.52 | 1.10 | 138% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 0.281 | 11.782 | 2% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 7.75B | 1% |
| Annual Yield % from dividends | 0.62 | 0.32 | 193% |
| Returns for 1 year | -10.61 | -0.35 | 3,036% |
| Returns for 3 years | 5.66 | 36.18 | 16% |
| Returns for 5 years | 7.07 | 90.72 | 8% |
| Returns for 10 years | 43.62 | 46.42 | 94% |