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OSVCX vs VISVX
OSVCX vs VISVX Comparison
Open Charts OSVCX vs VISVX
JPMorgan Small Cap Value C
Price$14.42
Change+$0.16 (+1.12%)
VolumeN/A
Net Assets1.05B
Vanguard Small Cap Value Index I
Price$41.63
Change+$0.51 (+1.24%)
VolumeN/A
Net Assets53.62B
OSVCX vs VISVX Comparison Chart
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OSVCX vs. VISVX commentary
Apr 16, 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 VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. OSVCX (1.05B). VISVX pays higher dividends than OSVCX: VISVX (2.14) vs OSVCX (0.90). OSVCX was incepted earlier than VISVX: OSVCX (26 years) vs VISVX (27 years). OSVCX (1.81) is less costly to investors than VISVX (0.19). OSVCX is a more actively managed with annual turnover of: 61.00 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 : -5.06 vs. OSVCX (-16.55). VISVX return over 5 years is better than : 90.82 vs. OSVCX (18.49).
| OSVCX | VISVX | OSVCX / VISVX | |
| Total Expense Ratio | 1.69 | 0.19 | 889% |
| Annual Report Gross Expense Ratio | 1.81 | 0.19 | 953% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | -15.870 | -13.369 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 53.6B | 2% |
| Annual Yield % from dividends | 0.90 | 2.14 | 42% |
| Returns for 1 year | -16.55 | -5.06 | 327% |
| Returns for 3 years | -25.72 | 0.21 | -12,375% |
| Returns for 5 years | 18.49 | 90.82 | 20% |
| Returns for 10 years | -34.88 | 64.36 | -54% |
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