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PSOAX vs VISVX
PSOAX vs VISVX Comparison
Open Charts PSOAX vs VISVX
JPMorgan Small Cap Value A
Price$20.82
Change+$0.25 (+1.22%)
VolumeN/A
Net Assets1.05B
Vanguard Small Cap Value Index I
Price$41.12
Change+$0.53 (+1.31%)
VolumeN/A
Net Assets53.62B
PSOAX vs VISVX Comparison Chart
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PSOAX vs. VISVX commentary
Apr 13, 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 Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. PSOAX (1.05B). VISVX pays higher dividends than PSOAX: VISVX (2.14) vs PSOAX (0.83). 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 : -7.72 vs. PSOAX (-15.23). VISVX return over 5 years is better than : 76.32 vs. PSOAX (26.14).
| 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 | -15.743 | -14.486 | 109% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 53.6B | 2% |
| Annual Yield % from dividends | 0.83 | 2.14 | 39% |
| Returns for 1 year | -15.23 | -7.72 | 197% |
| Returns for 3 years | -18.78 | 0.22 | -8,673% |
| Returns for 5 years | 26.14 | 76.32 | 34% |
| Returns for 10 years | -19.26 | 60.70 | -32% |
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