Ad is loading...
OSVCX vs VSCAX
OSVCX vs VSCAX Comparison
Open Charts OSVCX vs VSCAX
JPMorgan Small Cap Value C
Price$17.76
Change-$0.25 (-1.39%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$24.13
Change-$0.38 (-1.55%)
VolumeN/A
CapitalizationN/A
OSVCX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OSVCX vs. VSCAX commentary
Dec 19, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.61B vs. OSVCX (1.33B). OSVCX pays higher dividends than VSCAX: OSVCX (1.52) vs VSCAX (0.48). OSVCX was incepted earlier than VSCAX: OSVCX (26 years) vs VSCAX (26 years). OSVCX is a more actively managed with annual turnover of: 79.00 vs. VSCAX (51.00). OSVCX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 22.21 vs. OSVCX (5.98). VSCAX return over 5 years is better than : 70.83 vs. OSVCX (-2.11).
| OSVCX | VSCAX | OSVCX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | 3.616 | 19.204 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 6.61B | 20% |
| Annual Yield % from dividends | 1.52 | 0.48 | 320% |
| Returns for 1 year | 5.98 | 22.21 | 27% |
| Returns for 3 years | -8.81 | 40.10 | -22% |
| Returns for 5 years | -2.11 | 70.83 | -3% |
| Returns for 10 years | -16.81 | 25.79 | -65% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RNTTX | 43.69 | N/A | N/A |
| Russell Inv International Devd Mkts M | |||
| SPGRX | 18.64 | -0.06 | -0.32% |
| DWS Equity Sector Strategy Fund Class S | |||
| PWGIX | 28.86 | -0.17 | -0.59% |
| Impax US Sustainable Economy Instl | |||
| JDICX | 14.65 | -0.09 | -0.61% |
| JHancock Disciplined Value Intl C | |||
| VSIAX | 88.58 | -1.09 | -1.22% |
| Vanguard Small Cap Value Index Admiral | |||