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OFSFX vs VSCAX
OFSFX vs VSCAX Comparison
Open Charts OFSFX vs VSCAX
Olstein Strategic Opportunities Adviser
Price$21.84
Change-$0.20 (-0.91%)
VolumeN/A
Net Assets52.89M
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.03B
OFSFX vs VSCAX Comparison Chart in %
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OFSFX vs. VSCAX commentary
Aug 18, 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. OFSFX (52.9M). OFSFX pays higher dividends than VSCAX: OFSFX (0.62) vs VSCAX (0.34). OFSFX was incepted earlier than VSCAX: OFSFX (10 years) vs VSCAX (26 years). OFSFX (1.52) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. OFSFX (32.00). OFSFX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 6.49 vs. OFSFX (-3.01). VSCAX return over 5 years is better than : 105.42 vs. OFSFX (27.66).
| OFSFX | VSCAX | OFSFX / VSCAX | |
| Total Expense Ratio | 1.35 | 1.12 | 121% |
| Annual Report Gross Expense Ratio | 1.52 | 1.12 | 136% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 2.343 | 3.658 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.9M | 7.03B | 1% |
| Annual Yield % from dividends | 0.62 | 0.34 | 184% |
| Returns for 1 year | -3.01 | 6.49 | -46% |
| Returns for 3 years | 3.87 | 30.98 | 13% |
| Returns for 5 years | 27.66 | 105.42 | 26% |
| Returns for 10 years | 31.15 | 26.84 | 116% |
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