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PSOAX vs VISVX
PSOAX vs VISVX Comparison
Open Charts PSOAX vs VISVX
JPMorgan Small Cap Value A
Price$25.58
Change+$0.24 (+0.95%)
VolumeN/A
Net Assets1.28B
Vanguard Small Cap Value Index I
Price$49.70
Change+$0.53 (+1.08%)
VolumeN/A
Net Assets58.32B
PSOAX vs VISVX Comparison Chart
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PSOAX vs. VISVX commentary
Jan 31, 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 PSOAX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. PSOAX (1.28B). VISVX pays higher dividends than PSOAX: VISVX (1.90) vs PSOAX (1.25). PSOAX was incepted earlier than VISVX: PSOAX (30 years) vs VISVX (27 years). PSOAX is a more actively managed with annual turnover of: 79.00 vs. VISVX (16.00). PSOAX has a lower initial minimum investment than VISVX: PSOAX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 17.43 vs. PSOAX (8.54). VISVX return over 5 years is better than : 57.77 vs. PSOAX (18.47).
| PSOAX | VISVX | PSOAX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | 3.521 | 3.429 | 103% |
| 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 | 1.25 | 1.90 | 66% |
| Returns for 1 year | 8.54 | 17.43 | 49% |
| Returns for 3 years | -0.96 | 21.61 | -4% |
| Returns for 5 years | 18.47 | 57.77 | 32% |
| Returns for 10 years | 4.47 | 107.11 | 4% |
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