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PSOAX vs VSIAX
PSOAX vs VSIAX Comparison
Open Charts PSOAX vs VSIAX
JPMorgan Small Cap Value A
Price$22.48
Change-$0.33 (-1.45%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index Admiral
Price$78.60
Change-$1.14 (-1.43%)
VolumeN/A
Net Assets57.63B
PSOAX vs VSIAX Comparison Chart
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PSOAX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. PSOAX (1.14B). VSIAX pays higher dividends than PSOAX: VSIAX (1.98) vs PSOAX (0.78). PSOAX was incepted earlier than VSIAX: PSOAX (30 years) vs VSIAX (13 years). PSOAX (1.28) is less costly to investors than VSIAX (0.07). PSOAX is a more actively managed with annual turnover of: 61.00 vs. VSIAX (16.00). PSOAX has a lower initial minimum investment than VSIAX: PSOAX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 0.93 vs. PSOAX (-6.82). VSIAX return over 5 years is better than : 94.01 vs. PSOAX (41.34).
| PSOAX | VSIAX | PSOAX / VSIAX | |
| Total Expense Ratio | 1.19 | 0.07 | 1,700% |
| Annual Report Gross Expense Ratio | 1.28 | 0.07 | 1,829% |
| Fund Existence | 30 years | 13 years | - |
| Gain YTD | -7.689 | -6.070 | 127% |
| 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 | 1.98 | 40% |
| Returns for 1 year | -6.82 | 0.93 | -734% |
| Returns for 3 years | -11.89 | 11.39 | -104% |
| Returns for 5 years | 41.34 | 94.01 | 44% |
| Returns for 10 years | -9.90 | 82.03 | -12% |
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