Ad is loading...
OSVCX vs VISVX
OSVCX vs VISVX Comparison
Open Charts OSVCX vs VISVX
JPMorgan Small Cap Value C
Price$17.40
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets1.29B
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
OSVCX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OSVCX vs. VISVX commentary
Jan 19, 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: 58.3B vs. OSVCX (1.29B). 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 : 18.46 vs. OSVCX (6.01). VISVX return over 5 years is better than : 50.22 vs. OSVCX (-4.00).
| 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 | 2.655 | 3.197 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 58.3B | 2% |
| Annual Yield % from dividends | 1.52 | 1.90 | 80% |
| Returns for 1 year | 6.01 | 18.46 | 33% |
| Returns for 3 years | -12.21 | 16.97 | -72% |
| Returns for 5 years | -4.00 | 50.22 | -8% |
| Returns for 10 years | -16.57 | 109.01 | -15% |
View a ticker or compare two or three
VS
VS
Ad is loading...