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PSOAX vs VISVX
PSOAX vs VISVX Comparison
Open Charts PSOAX vs VISVX
JPMorgan Small Cap Value A
Price$22.48
Change-$0.33 (-1.45%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$43.86
Change-$0.64 (-1.44%)
VolumeN/A
Net Assets57.63B
PSOAX vs VISVX Comparison Chart
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PSOAX vs. VISVX commentary
Mar 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. PSOAX (1.14B). VISVX pays higher dividends than PSOAX: VISVX (1.86) vs PSOAX (0.78). 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 : 0.88 vs. PSOAX (-6.82). VISVX return over 5 years is better than : 93.77 vs. PSOAX (41.34).
| 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 | -7.689 | -6.100 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 57.6B | 2% |
| Annual Yield % from dividends | 0.78 | 1.86 | 42% |
| Returns for 1 year | -6.82 | 0.88 | -775% |
| Returns for 3 years | -11.89 | 11.33 | -105% |
| Returns for 5 years | 41.34 | 93.77 | 44% |
| Returns for 10 years | -9.90 | 81.58 | -12% |
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