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OSVCX vs VSIIX
OSVCX vs VSIIX Comparison
Open Charts OSVCX vs VSIIX
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$50.06
Change+$0.62 (+1.25%)
VolumeN/A
Net Assets59.14B
OSVCX vs VSIIX Comparison Chart in %
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OSVCX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.1B vs. OSVCX (1.25B). VSIIX pays higher dividends than OSVCX: VSIIX (2.01) vs OSVCX (0.87). OSVCX was incepted earlier than VSIIX: OSVCX (27 years) vs VSIIX (26 years). OSVCX (1.81) is less costly to investors than VSIIX (0.06). OSVCX is a more actively managed with annual turnover of: 49.00 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 : 2.21 vs. OSVCX (-3.32). VSIIX return over 5 years is better than : 80.04 vs. OSVCX (18.05).
| OSVCX | VSIIX | OSVCX / VSIIX | |
| Total Expense Ratio | 1.69 | 0.06 | 2,817% |
| Annual Report Gross Expense Ratio | 1.81 | 0.06 | 3,017% |
| Fund Existence | 27 years | 26 years | - |
| Gain YTD | 8.779 | 5.557 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 59.1B | 2% |
| Annual Yield % from dividends | 0.87 | 2.01 | 43% |
| Returns for 1 year | -3.32 | 2.21 | -150% |
| Returns for 3 years | 8.91 | 39.25 | 23% |
| Returns for 5 years | 18.05 | 80.04 | 23% |
| Returns for 10 years | -10.33 | 111.59 | -9% |