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OSVCX vs VSIAX
OSVCX vs VSIAX Comparison
Open Charts OSVCX vs VSIAX
JPMorgan Small Cap Value C
Price$16.80
Change-$0.43 (-2.50%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
OSVCX vs VSIAX Comparison Chart
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OSVCX vs. VSIAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. OSVCX (1.22B). 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 : 9.98 vs. OSVCX (-1.05). VSIAX return over 5 years is better than : 47.61 vs. OSVCX (-4.92).
| 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 | -0.885 | -0.294 | 301% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 60.2B | 2% |
| Annual Yield % from dividends | 1.52 | 2.01 | 76% |
| Returns for 1 year | -1.05 | 9.98 | -11% |
| Returns for 3 years | -10.77 | 17.97 | -60% |
| Returns for 5 years | -4.92 | 47.61 | -10% |
| Returns for 10 years | -22.64 | 90.53 | -25% |
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