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OSVCX vs VISVX
OSVCX vs VISVX Comparison
Open Charts OSVCX vs VISVX
JPMorgan Small Cap Value C
Price$15.49
Change+$0.23 (+1.51%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index I
Price$44.51
Change+$0.71 (+1.62%)
VolumeN/A
Net Assets51.69B
OSVCX vs VISVX Comparison Chart
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OSVCX vs. VISVX commentary
May 09, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. OSVCX (1.13B). VISVX pays higher dividends than OSVCX: VISVX (2.21) vs OSVCX (0.94). 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 : -1.45 vs. OSVCX (-13.70). VISVX return over 5 years is better than : 85.28 vs. OSVCX (15.06).
| 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 | -9.971 | -7.723 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 51.7B | 2% |
| Annual Yield % from dividends | 0.94 | 2.21 | 42% |
| Returns for 1 year | -13.70 | -1.45 | 947% |
| Returns for 3 years | -12.77 | 15.99 | -80% |
| Returns for 5 years | 15.06 | 85.28 | 18% |
| Returns for 10 years | -29.58 | 75.47 | -39% |
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