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OFSFX vs VSCAX
OFSFX vs VSCAX Comparison
Open Charts OFSFX vs VSCAX
Olstein Strategic Opportunities Adviser
Price$22.47
Change-$0.24 (-1.06%)
VolumeN/A
Net Assets48.46M
Invesco Small Cap Value A
Price$28.57
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets8.48B
OFSFX vs VSCAX Comparison Chart in %
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OFSFX vs. VSCAX commentary
Dec 13, 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: 8.48B vs. OFSFX (48.5M). OFSFX pays higher dividends than VSCAX: OFSFX (0.60) vs VSCAX (0.31). OFSFX was incepted earlier than VSCAX: OFSFX (11 years) vs VSCAX (27 years). OFSFX (1.61) 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 : 7.48 vs. OFSFX (-0.35). VSCAX return over 5 years is better than : 88.18 vs. OFSFX (4.14).
| OFSFX | VSCAX | OFSFX / VSCAX | |
| Total Expense Ratio | 1.35 | 1.10 | 123% |
| Annual Report Gross Expense Ratio | 1.61 | 1.10 | 146% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 6.420 | 21.523 | 30% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.5M | 8.48B | 1% |
| Annual Yield % from dividends | 0.60 | 0.31 | 194% |
| Returns for 1 year | -0.35 | 7.48 | -5% |
| Returns for 3 years | 15.05 | 52.50 | 29% |
| Returns for 5 years | 4.14 | 88.18 | 5% |
| Returns for 10 years | 71.16 | 80.66 | 88% |
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