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OSVCX vs VSIIX
OSVCX vs VSIIX Comparison
Open Charts OSVCX vs VSIIX
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$50.98
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
OSVCX vs VSIIX Comparison Chart in %
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OSVCX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. OSVCX (1.28B). VSIIX pays higher dividends than OSVCX: VSIIX (1.98) vs OSVCX (0.84). 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 : -1.66 vs. OSVCX (-6.80). VSIIX return over 5 years is better than : 56.53 vs. OSVCX (2.99).
| 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 | 10.561 | 6.738 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 58.3B | 2% |
| Annual Yield % from dividends | 0.84 | 1.98 | 42% |
| Returns for 1 year | -6.80 | -1.66 | 409% |
| Returns for 3 years | 1.53 | 26.51 | 6% |
| Returns for 5 years | 2.99 | 56.53 | 5% |
| Returns for 10 years | -9.03 | 113.27 | -8% |
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