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PSOAX vs VISVX
PSOAX vs VISVX Comparison
Open Charts PSOAX vs VISVX
JPMorgan Small Cap Value A
Price$24.82
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
PSOAX vs VISVX Comparison Chart in %
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PSOAX vs. VISVX commentary
Jul 06, 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: 54B vs. PSOAX (1.23B). VISVX pays higher dividends than PSOAX: VISVX (1.99) vs PSOAX (0.85). PSOAX was incepted earlier than VISVX: PSOAX (30 years) vs VISVX (27 years). PSOAX (1.28) is less costly to investors than VISVX (0.19). PSOAX is a more actively managed with annual turnover of: 61.00 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 : 11.64 vs. PSOAX (2.36). VISVX return over 5 years is better than : 94.00 vs. PSOAX (42.04).
| PSOAX | VISVX | PSOAX / VISVX | |
| Total Expense Ratio | 1.19 | 0.19 | 626% |
| Annual Report Gross Expense Ratio | 1.28 | 0.19 | 674% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | 0.710 | 2.024 | 35% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 54B | 2% |
| Annual Yield % from dividends | 0.85 | 1.99 | 43% |
| Returns for 1 year | 2.36 | 11.64 | 20% |
| Returns for 3 years | 9.57 | 34.76 | 28% |
| Returns for 5 years | 42.04 | 94.00 | 45% |
| Returns for 10 years | -0.36 | 96.11 | -0% |
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