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OSVCX vs VSCAX
OSVCX vs VSCAX Comparison
Open Charts OSVCX vs VSCAX
JPMorgan Small Cap Value C
Price$17.49
Change+$0.15 (+0.87%)
VolumeN/A
Net Assets1.25B
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
OSVCX vs VSCAX Comparison Chart in %
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OSVCX vs. VSCAX commentary
Jan 15, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. OSVCX (1.25B). OSVCX pays higher dividends than VSCAX: OSVCX (0.91) vs VSCAX (0.25). 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 : 13.42 vs. OSVCX (5.14). VSCAX return over 5 years is better than : 60.33 vs. OSVCX (-16.72).
| 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 | 5.667 | 7.230 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 8.84B | 14% |
| Annual Yield % from dividends | 0.91 | 0.25 | 360% |
| Returns for 1 year | 5.14 | 13.42 | 38% |
| Returns for 3 years | 7.81 | 49.33 | 16% |
| Returns for 5 years | -16.72 | 60.33 | -28% |
| Returns for 10 years | 4.67 | 99.03 | 5% |
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