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PSOAX vs VISVX
PSOAX vs VISVX Comparison
Open Charts PSOAX vs VISVX
JPMorgan Small Cap Value A
Price$22.63
Change+$0.51 (+2.31%)
VolumeN/A
Net Assets1.15B
Vanguard Small Cap Value Index I
Price$44.16
Change+$0.90 (+2.08%)
VolumeN/A
Net Assets53.62B
PSOAX vs VISVX Comparison Chart
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PSOAX vs. VISVX commentary
May 04, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. PSOAX (1.15B). VISVX pays higher dividends than PSOAX: VISVX (2.21) vs PSOAX (0.86). 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 : 1.38 vs. PSOAX (-7.87). VISVX return over 5 years is better than : 94.31 vs. PSOAX (38.16).
| 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 | -8.418 | -6.965 | 121% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 53.6B | 2% |
| Annual Yield % from dividends | 0.86 | 2.21 | 39% |
| Returns for 1 year | -7.87 | 1.38 | -569% |
| Returns for 3 years | -9.40 | 11.22 | -84% |
| Returns for 5 years | 38.16 | 94.31 | 40% |
| Returns for 10 years | -9.22 | 78.70 | -12% |
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