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OSVCX vs VSCAX
OSVCX vs VSCAX Comparison
Open Charts OSVCX vs VSCAX
JPMorgan Small Cap Value C
Price$16.76
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets1.26B
Invesco Small Cap Value A
Price$25.81
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.3B
OSVCX vs VSCAX Comparison Chart in %
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OSVCX vs. VSCAX commentary
Dec 26, 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: 8.3B vs. OSVCX (1.26B). OSVCX pays higher dividends than VSCAX: OSVCX (0.84) vs VSCAX (0.31). OSVCX was incepted earlier than VSCAX: OSVCX (27 years) vs VSCAX (27 years). OSVCX (1.82) is less costly to investors than VSCAX (1.10). OSVCX is a more actively managed with annual turnover of: 72.00 vs. VSCAX (52.00). OSVCX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 8.99 vs. OSVCX (-1.24). VSCAX return over 5 years is better than : 66.53 vs. OSVCX (-11.46).
| OSVCX | VSCAX | OSVCX / VSCAX | |
| Total Expense Ratio | 1.69 | 1.10 | 154% |
| Annual Report Gross Expense Ratio | 1.82 | 1.10 | 165% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -0.483 | 9.783 | -5% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 8.3B | 15% |
| Annual Yield % from dividends | 0.84 | 0.31 | 273% |
| Returns for 1 year | -1.24 | 8.99 | -14% |
| Returns for 3 years | 10.51 | 49.97 | 21% |
| Returns for 5 years | -11.46 | 66.53 | -17% |
| Returns for 10 years | -10.81 | 58.45 | -19% |
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