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OSVCX vs VSIAX
OSVCX vs VSIAX Comparison
Open Charts OSVCX vs VSIAX
JPMorgan Small Cap Value C
Price$17.40
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets1.29B
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
OSVCX vs VSIAX Comparison Chart
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OSVCX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. OSVCX (1.29B). VSIAX pays higher dividends than OSVCX: VSIAX (2.01) vs OSVCX (1.52). OSVCX was incepted earlier than VSIAX: OSVCX (26 years) vs VSIAX (13 years). OSVCX is a more actively managed with annual turnover of: 79.00 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 : 18.49 vs. OSVCX (6.01). VSIAX return over 5 years is better than : 50.37 vs. OSVCX (-4.00).
| OSVCX | VSIAX | OSVCX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 2.655 | 3.217 | 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 | 2.01 | 76% |
| Returns for 1 year | 6.01 | 18.49 | 32% |
| Returns for 3 years | -12.21 | 17.05 | -72% |
| Returns for 5 years | -4.00 | 50.37 | -8% |
| Returns for 10 years | -16.57 | 109.60 | -15% |