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PSOAX vs VSIAX
PSOAX vs VSIAX Comparison
Open Charts PSOAX vs VSIAX
JPMorgan Small Cap Value A
Price$28.47
Change+$0.48 (+1.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$91.93
Change+$1.23 (+1.36%)
VolumeN/A
CapitalizationN/A
PSOAX vs VSIAX Comparison Chart
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PSOAX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. PSOAX (1.38B). VSIAX pays higher dividends than PSOAX: VSIAX (2.01) vs PSOAX (1.25). PSOAX was incepted earlier than VSIAX: PSOAX (30 years) vs VSIAX (13 years). PSOAX is a more actively managed with annual turnover of: 79.00 vs. VSIAX (16.00). PSOAX has a lower initial minimum investment than VSIAX: PSOAX (1000) vs VSIAX (3000). VSIAX (30.11) and PSOAX (28.74) have marching annual gain over last year. VSIAX return over 5 years is better than : 62.31 vs. PSOAX (19.38).
| PSOAX | VSIAX | PSOAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 13 years | - |
| Gain YTD | 15.622 | 17.784 | 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 | 2.01 | 62% |
| Returns for 1 year | 28.74 | 30.11 | 95% |
| Returns for 3 years | -14.87 | 16.99 | -87% |
| Returns for 5 years | 19.38 | 62.31 | 31% |
| Returns for 10 years | 7.96 | 110.46 | 7% |
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