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PSOAX vs VISVX
PSOAX vs VISVX Comparison
Open Charts PSOAX vs VISVX
JPMorgan Small Cap Value A
Price$24.67
Change+$0.18 (+0.73%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.85
Change+$0.49 (+1.03%)
VolumeN/A
CapitalizationN/A
PSOAX vs VISVX Comparison Chart
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PSOAX vs. VISVX commentary
Dec 24, 2024
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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. PSOAX (1.26B). 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 : 11.81 vs. PSOAX (2.69). VISVX return over 5 years is better than : 47.19 vs. PSOAX (7.16).
| 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 | 2.223 | 11.293 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 63B | 2% |
| Annual Yield % from dividends | 1.25 | 1.90 | 66% |
| Returns for 1 year | 2.69 | 11.81 | 23% |
| Returns for 3 years | -7.22 | 15.69 | -46% |
| Returns for 5 years | 7.16 | 47.19 | 15% |
| Returns for 10 years | -1.56 | 96.52 | -2% |
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