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OSVCX vs VSIAX
OSVCX vs VSIAX Comparison
Open Charts OSVCX vs VSIAX
JPMorgan Small Cap Value C
Price$15.49
Change+$0.23 (+1.51%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index Admiral
Price$79.75
Change+$1.27 (+1.62%)
VolumeN/A
Net Assets51.69B
OSVCX vs VSIAX Comparison Chart
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OSVCX vs. VSIAX commentary
May 09, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. OSVCX (1.13B). VSIAX pays higher dividends than OSVCX: VSIAX (2.34) vs OSVCX (0.94). 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 : -1.42 vs. OSVCX (-13.70). VSIAX return over 5 years is better than : 85.43 vs. OSVCX (15.06).
| 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 | -9.971 | -7.703 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 51.7B | 2% |
| Annual Yield % from dividends | 0.94 | 2.34 | 40% |
| Returns for 1 year | -13.70 | -1.42 | 963% |
| Returns for 3 years | -12.77 | 16.06 | -79% |
| Returns for 5 years | 15.06 | 85.43 | 18% |
| Returns for 10 years | -29.58 | 75.85 | -39% |
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