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OSVCX vs VISVX
OSVCX vs VISVX Comparison
Open Charts OSVCX vs VISVX
JPMorgan Small Cap Value C
Price$18.53
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets1.27B
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
OSVCX vs VISVX Comparison Chart in %
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OSVCX vs. VISVX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. OSVCX (1.28B). VISVX pays higher dividends than OSVCX: VISVX (1.86) vs OSVCX (0.84). OSVCX was incepted earlier than VISVX: OSVCX (27 years) vs VISVX (28 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 : -1.68 vs. OSVCX (-6.80). VISVX return over 5 years is better than : 56.36 vs. OSVCX (2.99).
| OSVCX | VISVX | OSVCX / VISVX | |
| Total Expense Ratio | 1.69 | 0.19 | 889% |
| Annual Report Gross Expense Ratio | 1.81 | 0.19 | 953% |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | 10.561 | 6.700 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 58.3B | 2% |
| Annual Yield % from dividends | 0.84 | 1.86 | 45% |
| Returns for 1 year | -6.80 | -1.68 | 405% |
| Returns for 3 years | 1.53 | 26.40 | 6% |
| Returns for 5 years | 2.99 | 56.36 | 5% |
| Returns for 10 years | -9.03 | 112.68 | -8% |
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