Interact to see
Advertisement
Advertisement
OSVCX vs VISVX
OSVCX vs VISVX Comparison
Open Charts OSVCX vs VISVX
JPMorgan Small Cap Value C
Price$16.98
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
OSVCX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OSVCX vs. VISVX commentary
Jul 08, 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 VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. OSVCX (1.23B). VISVX pays higher dividends than OSVCX: VISVX (1.99) vs OSVCX (0.96). OSVCX was incepted earlier than VISVX: OSVCX (26 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: 61.00 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 : 11.64 vs. OSVCX (-0.75). VISVX return over 5 years is better than : 94.00 vs. OSVCX (23.99).
| OSVCX | VISVX | OSVCX / VISVX | |
| Total Expense Ratio | 1.69 | 0.19 | 889% |
| Annual Report Gross Expense Ratio | 1.81 | 0.19 | 953% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 0.476 | 2.024 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 54B | 2% |
| Annual Yield % from dividends | 0.96 | 1.99 | 48% |
| Returns for 1 year | -0.75 | 11.64 | -6% |
| Returns for 3 years | 1.71 | 34.76 | 5% |
| Returns for 5 years | 23.99 | 94.00 | 26% |
| Returns for 10 years | -20.47 | 96.11 | -21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement