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OSVCX vs VSIAX
OSVCX vs VSIAX Comparison
Open Charts OSVCX vs VSIAX
JPMorgan Small Cap Value C
Price$14.42
Change+$0.16 (+1.12%)
VolumeN/A
Net Assets1.05B
Vanguard Small Cap Value Index Admiral
Price$74.59
Change+$0.92 (+1.25%)
VolumeN/A
Net Assets53.62B
OSVCX vs VSIAX Comparison Chart
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OSVCX vs. VSIAX commentary
Apr 16, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. OSVCX (1.05B). VSIAX pays higher dividends than OSVCX: VSIAX (2.27) vs OSVCX (0.90). OSVCX was incepted earlier than VSIAX: OSVCX (26 years) vs VSIAX (14 years). OSVCX (1.81) is less costly to investors than VSIAX (0.07). OSVCX is a more actively managed with annual turnover of: 61.00 vs. VSIAX (16.00). OSVCX has a lower initial minimum investment than VSIAX: OSVCX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : -5.03 vs. OSVCX (-16.55). VSIAX return over 5 years is better than : 90.96 vs. OSVCX (18.49).
| OSVCX | VSIAX | OSVCX / VSIAX | |
| Total Expense Ratio | 1.69 | 0.07 | 2,414% |
| Annual Report Gross Expense Ratio | 1.81 | 0.07 | 2,586% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | -15.870 | -13.360 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 53.6B | 2% |
| Annual Yield % from dividends | 0.90 | 2.27 | 40% |
| Returns for 1 year | -16.55 | -5.03 | 329% |
| Returns for 3 years | -25.72 | 0.26 | -9,907% |
| Returns for 5 years | 18.49 | 90.96 | 20% |
| Returns for 10 years | -34.88 | 64.72 | -54% |
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