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OSVCX vs VSIAX
OSVCX vs VSIAX Comparison
Open Charts OSVCX vs VSIAX
JPMorgan Small Cap Value C
Price$19.41
Change-$0.20 (-1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
OSVCX vs VSIAX Comparison Chart
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OSVCX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. OSVCX (1.37B). 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 : 28.76 vs. OSVCX (27.33). VSIAX return over 5 years is better than : 57.44 vs. OSVCX (2.66).
| 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 | 13.243 | 15.498 | 85% |
| 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 | 2.01 | 76% |
| Returns for 1 year | 27.33 | 28.76 | 95% |
| Returns for 3 years | -25.40 | 13.29 | -191% |
| Returns for 5 years | 2.66 | 57.44 | 5% |
| Returns for 10 years | -12.59 | 108.79 | -12% |