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OSVCX vs VSIIX
OSVCX vs VSIIX Comparison
Open Charts OSVCX vs VSIIX
JPMorgan Small Cap Value C
Price$17.40
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets1.29B
Vanguard Small Cap Value Index I
Price$49.14
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
OSVCX vs VSIIX Comparison Chart
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OSVCX vs. VSIIX commentary
Jan 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 Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. OSVCX (1.29B). VSIIX pays higher dividends than OSVCX: VSIIX (2.02) vs OSVCX (1.52). OSVCX was incepted earlier than VSIIX: OSVCX (26 years) vs VSIIX (25 years). OSVCX is a more actively managed with annual turnover of: 79.00 vs. VSIIX (16.00). OSVCX has a lower initial minimum investment than VSIIX: OSVCX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 18.50 vs. OSVCX (6.01). VSIIX return over 5 years is better than : 50.39 vs. OSVCX (-4.00).
| OSVCX | VSIIX | OSVCX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 2.655 | 3.214 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 58.3B | 2% |
| Annual Yield % from dividends | 1.52 | 2.02 | 76% |
| Returns for 1 year | 6.01 | 18.50 | 32% |
| Returns for 3 years | -12.21 | 17.06 | -72% |
| Returns for 5 years | -4.00 | 50.39 | -8% |
| Returns for 10 years | -16.57 | 109.67 | -15% |