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OSVCX vs VISVX
OSVCX vs VISVX Comparison
Open Charts OSVCX vs VISVX
JPMorgan Small Cap Value C
Price$19.41
Change-$0.20 (-1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
OSVCX vs VISVX Comparison Chart
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OSVCX vs. VISVX commentary
Nov 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. OSVCX (1.37B). 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 (28.71) and OSVCX (27.33) have marching annual gain over last year. VISVX return over 5 years is better than : 57.32 vs. OSVCX (2.66).
| 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 | 13.243 | 15.433 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 57.6B | 2% |
| Annual Yield % from dividends | 1.52 | 1.90 | 80% |
| Returns for 1 year | 27.33 | 28.71 | 95% |
| Returns for 3 years | -25.40 | 13.23 | -192% |
| Returns for 5 years | 2.66 | 57.32 | 5% |
| Returns for 10 years | -12.59 | 108.21 | -12% |