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OSVCX vs VSIAX
OSVCX vs VSIAX Comparison
Open Charts OSVCX vs VSIAX
JPMorgan Small Cap Value C
Price$17.76
Change-$0.25 (-1.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.58
Change-$1.09 (-1.22%)
VolumeN/A
CapitalizationN/A
OSVCX vs VSIAX Comparison Chart
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OSVCX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. OSVCX (1.33B). 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 : 16.23 vs. OSVCX (5.98). VSIAX return over 5 years is better than : 52.83 vs. OSVCX (-2.11).
| 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 | 3.616 | 15.031 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 63B | 2% |
| Annual Yield % from dividends | 1.52 | 2.01 | 76% |
| Returns for 1 year | 5.98 | 16.23 | 37% |
| Returns for 3 years | -8.81 | 20.67 | -43% |
| Returns for 5 years | -2.11 | 52.83 | -4% |
| Returns for 10 years | -16.81 | 105.65 | -16% |