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OSVCX vs VSCAX
OSVCX vs VSCAX Comparison
Open Charts OSVCX vs VSCAX
JPMorgan Small Cap Value C
Price$17.85
Change-$0.12 (-0.67%)
VolumeN/A
Net Assets1.25B
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
OSVCX vs VSCAX Comparison Chart in %
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OSVCX vs. VSCAX commentary
Feb 04, 2026
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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. OSVCX (1.25B). OSVCX pays higher dividends than VSCAX: OSVCX (0.86) vs VSCAX (0.23). 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 : 18.26 vs. OSVCX (5.33). VSCAX return over 5 years is better than : 68.92 vs. OSVCX (-14.54).
| 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 | 8.775 | 12.643 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 9.42B | 13% |
| Annual Yield % from dividends | 0.86 | 0.23 | 372% |
| Returns for 1 year | 5.33 | 18.26 | 29% |
| Returns for 3 years | 5.30 | 51.27 | 10% |
| Returns for 5 years | -14.54 | 68.92 | -21% |
| Returns for 10 years | 6.36 | 108.32 | 6% |
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