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OSVCX vs VSCAX
OSVCX vs VSCAX Comparison
Open Charts OSVCX vs VSCAX
JPMorgan Small Cap Value C
Price$18.32
Change+$0.38 (+2.12%)
VolumeN/A
Net Assets1.24B
Invesco Small Cap Value A
Price$26.07
Change+$0.46 (+1.80%)
VolumeN/A
Net Assets7.51B
OSVCX vs VSCAX Comparison Chart in %
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OSVCX vs. VSCAX commentary
Oct 21, 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 OSVCX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. OSVCX (1.25B). OSVCX pays higher dividends than VSCAX: OSVCX (0.87) vs VSCAX (0.32). OSVCX was incepted earlier than VSCAX: OSVCX (27 years) vs VSCAX (26 years). OSVCX (1.81) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. OSVCX (49.00). OSVCX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 4.71 vs. OSVCX (-3.32). VSCAX return over 5 years is better than : 111.48 vs. OSVCX (18.05).
| OSVCX | VSCAX | OSVCX / VSCAX | |
| Total Expense Ratio | 1.69 | 1.10 | 154% |
| Annual Report Gross Expense Ratio | 1.81 | 1.10 | 165% |
| Fund Existence | 27 years | 26 years | - |
| Gain YTD | 8.779 | 10.889 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 7.51B | 17% |
| Annual Yield % from dividends | 0.87 | 0.32 | 277% |
| Returns for 1 year | -3.32 | 4.71 | -70% |
| Returns for 3 years | 8.91 | 50.25 | 18% |
| Returns for 5 years | 18.05 | 111.48 | 16% |
| Returns for 10 years | -10.33 | 40.46 | -26% |