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OSVCX vs VISVX
OSVCX vs VISVX Comparison
Open Charts OSVCX vs VISVX
JPMorgan Small Cap Value C
Price$15.75
Change-$0.29 (-1.81%)
VolumeN/A
Net Assets1.15B
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
OSVCX vs VISVX Comparison Chart
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OSVCX vs. VISVX commentary
Jun 15, 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: 54B vs. OSVCX (1.15B). VISVX pays higher dividends than OSVCX: VISVX (2.11) vs OSVCX (0.91). 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 : 3.80 vs. OSVCX (-8.73). VISVX return over 5 years is better than : 80.48 vs. OSVCX (13.86).
| 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 | -7.080 | -4.331 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 54B | 2% |
| Annual Yield % from dividends | 0.91 | 2.11 | 43% |
| Returns for 1 year | -8.73 | 3.80 | -230% |
| Returns for 3 years | -6.91 | 26.12 | -26% |
| Returns for 5 years | 13.86 | 80.48 | 17% |
| Returns for 10 years | -28.04 | 80.06 | -35% |
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