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OSVCX vs VSIIX
OSVCX vs VSIIX Comparison
Open Charts OSVCX vs VSIIX
JPMorgan Small Cap Value C
Price$17.76
Change-$0.25 (-1.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
OSVCX vs VSIIX Comparison Chart
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OSVCX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. OSVCX (1.33B). 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 : 16.22 vs. OSVCX (5.98). VSIIX return over 5 years is better than : 52.86 vs. OSVCX (-2.11).
| 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 | 3.616 | 15.027 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 63B | 2% |
| Annual Yield % from dividends | 1.52 | 2.02 | 76% |
| Returns for 1 year | 5.98 | 16.22 | 37% |
| Returns for 3 years | -8.81 | 20.66 | -43% |
| Returns for 5 years | -2.11 | 52.86 | -4% |
| Returns for 10 years | -16.81 | 105.75 | -16% |