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PSOAX vs VSIAX
PSOAX vs VSIAX Comparison
Open Charts PSOAX vs VSIAX
JPMorgan Small Cap Value A
Price$24.67
Change+$0.18 (+0.73%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.75
Change+$0.87 (+1.02%)
VolumeN/A
CapitalizationN/A
PSOAX vs VSIAX Comparison Chart
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PSOAX vs. VSIAX commentary
Dec 24, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. PSOAX (1.26B). 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 annual gain was more profitable for investors over the last year : 11.88 vs. PSOAX (2.69). VSIAX return over 5 years is better than : 47.32 vs. PSOAX (7.16).
| 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 | 2.223 | 11.356 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 63B | 2% |
| Annual Yield % from dividends | 1.25 | 2.01 | 62% |
| Returns for 1 year | 2.69 | 11.88 | 23% |
| Returns for 3 years | -7.22 | 15.75 | -46% |
| Returns for 5 years | 7.16 | 47.32 | 15% |
| Returns for 10 years | -1.56 | 97.07 | -2% |
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