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OSVCX vs VISVX
OSVCX vs VISVX Comparison
Open Charts OSVCX vs VISVX
JPMorgan Small Cap Value C
Price$18.32
Change+$0.38 (+2.12%)
VolumeN/A
Net Assets1.24B
Vanguard Small Cap Value Index I
Price$49.99
Change+$0.63 (+1.28%)
VolumeN/A
Net Assets59.14B
OSVCX vs VISVX Comparison Chart in %
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OSVCX vs. VISVX commentary
Oct 21, 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 VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. OSVCX (1.25B). VISVX pays higher dividends than OSVCX: VISVX (1.88) vs OSVCX (0.87). OSVCX was incepted earlier than VISVX: OSVCX (27 years) vs VISVX (27 years). OSVCX (1.81) is less costly to investors than VISVX (0.19). OSVCX is a more actively managed with annual turnover of: 49.00 vs. VISVX (16.00). OSVCX has a lower initial minimum investment than VISVX: OSVCX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 2.20 vs. OSVCX (-3.32). VISVX return over 5 years is better than : 79.87 vs. OSVCX (18.05).
| OSVCX | VISVX | OSVCX / VISVX | |
| Total Expense Ratio | 1.69 | 0.19 | 889% |
| Annual Report Gross Expense Ratio | 1.81 | 0.19 | 953% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 8.779 | 5.539 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 59.1B | 2% |
| Annual Yield % from dividends | 0.87 | 1.88 | 46% |
| Returns for 1 year | -3.32 | 2.20 | -151% |
| Returns for 3 years | 8.91 | 39.15 | 23% |
| Returns for 5 years | 18.05 | 79.87 | 23% |
| Returns for 10 years | -10.33 | 110.96 | -9% |