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PSOAX vs VISVX
PSOAX vs VISVX Comparison
Open Charts PSOAX vs VISVX
JPMorgan Small Cap Value A
Price$28.47
Change+$0.48 (+1.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$51.30
Change+$0.69 (+1.36%)
VolumeN/A
CapitalizationN/A
PSOAX vs VISVX Comparison Chart
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PSOAX vs. VISVX commentary
Nov 23, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. PSOAX (1.38B). 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 (30.04) and PSOAX (28.74) have marching annual gain over last year. VISVX return over 5 years is better than : 62.14 vs. PSOAX (19.38).
| 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 | 15.622 | 17.712 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 57.6B | 2% |
| Annual Yield % from dividends | 1.25 | 1.90 | 66% |
| Returns for 1 year | 28.74 | 30.04 | 96% |
| Returns for 3 years | -14.87 | 16.92 | -88% |
| Returns for 5 years | 19.38 | 62.14 | 31% |
| Returns for 10 years | 7.96 | 109.83 | 7% |
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