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OSVCX vs VISVX
OSVCX vs VISVX Comparison
Open Charts OSVCX vs VISVX
JPMorgan Small Cap Value C
Price$17.76
Change-$0.25 (-1.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
OSVCX vs VISVX Comparison Chart
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OSVCX vs. VISVX commentary
Dec 19, 2024
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 VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. OSVCX (1.33B). VISVX pays higher dividends than OSVCX: VISVX (1.90) vs OSVCX (1.52). OSVCX was incepted earlier than VISVX: OSVCX (26 years) vs VISVX (27 years). OSVCX is a more actively managed with annual turnover of: 79.00 vs. VISVX (16.00). OSVCX has a lower initial minimum investment than VISVX: OSVCX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 16.18 vs. OSVCX (5.98). VISVX return over 5 years is better than : 52.67 vs. OSVCX (-2.11).
| OSVCX | VISVX | OSVCX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 3.616 | 14.945 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 63B | 2% |
| Annual Yield % from dividends | 1.52 | 1.90 | 80% |
| Returns for 1 year | 5.98 | 16.18 | 37% |
| Returns for 3 years | -8.81 | 20.58 | -43% |
| Returns for 5 years | -2.11 | 52.67 | -4% |
| Returns for 10 years | -16.81 | 105.07 | -16% |
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