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OSVCX vs VSIAX
OSVCX vs VSIAX Comparison
Open Charts OSVCX vs VSIAX
JPMorgan Small Cap Value C
Price$16.79
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index Admiral
Price$86.12
Change-$0.09 (-0.10%)
VolumeN/A
Net Assets55.61B
OSVCX vs VSIAX Comparison Chart in %
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OSVCX vs. VSIAX commentary
Jul 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. OSVCX (1.22B). VSIAX pays higher dividends than OSVCX: VSIAX (2.11) vs OSVCX (0.96). 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 : 3.49 vs. OSVCX (-10.55). VSIAX return over 5 years is better than : 87.67 vs. OSVCX (19.80).
| 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 | -0.115 | 1.515 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 55.6B | 2% |
| Annual Yield % from dividends | 0.96 | 2.11 | 46% |
| Returns for 1 year | -10.55 | 3.49 | -302% |
| Returns for 3 years | 0.94 | 34.57 | 3% |
| Returns for 5 years | 19.80 | 87.67 | 23% |
| Returns for 10 years | -20.80 | 95.17 | -22% |
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