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OFSFX vs VSCAX
OFSFX vs VSCAX Comparison
Open Charts OFSFX vs VSCAX
Olstein Strategic Opportunities Adviser
Price$22.10
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets52.11M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
OFSFX vs VSCAX Comparison Chart in %
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OFSFX vs. VSCAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. OFSFX (52.1M). OFSFX pays higher dividends than VSCAX: OFSFX (0.60) vs VSCAX (0.32). OFSFX was incepted earlier than VSCAX: OFSFX (10 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 : 2.33 vs. OFSFX (-4.27). VSCAX return over 5 years is better than : 106.26 vs. OFSFX (22.26).
| OFSFX | VSCAX | OFSFX / VSCAX | |
| Total Expense Ratio | 1.35 | 1.10 | 123% |
| Annual Report Gross Expense Ratio | 1.52 | 1.10 | 138% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 3.561 | 8.932 | 40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1M | 7.51B | 1% |
| Annual Yield % from dividends | 0.60 | 0.32 | 189% |
| Returns for 1 year | -4.27 | 2.33 | -183% |
| Returns for 3 years | 21.92 | 49.64 | 44% |
| Returns for 5 years | 22.26 | 106.26 | 21% |
| Returns for 10 years | 42.27 | 39.02 | 108% |
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