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OSVCX vs VISVX
OSVCX vs VISVX Comparison
Open Charts OSVCX vs VISVX
JPMorgan Small Cap Value C
Price$19.23
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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OSVCX vs VISVX Comparison Chart
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OSVCX vs. VISVX commentary
Oct 18, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. OSVCX (1.34B). VISVX pays higher dividends than OSVCX: VISVX (1.90) vs OSVCX (1.52). OSVCX was incepted earlier than VISVX: OSVCX (26 years) vs VISVX (26 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 (28.86) and OSVCX (28.57) have marching annual gain over last year. VISVX return over 5 years is better than : 61.89 vs. OSVCX (4.76).
| OSVCX | VISVX | OSVCX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | 12.193 | 14.200 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 58.3B | 2% |
| Annual Yield % from dividends | 1.52 | 1.90 | 80% |
| Returns for 1 year | 28.57 | 28.86 | 99% |
| Returns for 3 years | -22.31 | 17.56 | -127% |
| Returns for 5 years | 4.76 | 61.89 | 8% |
| Returns for 10 years | -6.19 | 123.52 | -5% |
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