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PSOAX vs VSIAX
PSOAX vs VSIAX Comparison
Open Charts PSOAX vs VSIAX
JPMorgan Small Cap Value A
Price$25.77
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets1.21B
Vanguard Small Cap Value Index Admiral
Price$86.63
Change-$0.16 (-0.18%)
VolumeN/A
Net Assets58.35B
PSOAX vs VSIAX Comparison Chart in %
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PSOAX vs. VSIAX commentary
Nov 20, 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: 58.3B vs. PSOAX (1.21B). VSIAX pays higher dividends than PSOAX: VSIAX (2.02) vs PSOAX (0.76). PSOAX was incepted earlier than VSIAX: PSOAX (31 years) vs VSIAX (14 years). PSOAX (1.28) is less costly to investors than VSIAX (0.07). PSOAX is a more actively managed with annual turnover of: 72.00 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 : -1.92 vs. PSOAX (-5.89). VSIAX return over 5 years is better than : 56.05 vs. PSOAX (16.28).
| 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 | 31 years | 14 years | - |
| Gain YTD | 4.865 | 2.299 | 212% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 58.3B | 2% |
| Annual Yield % from dividends | 0.76 | 2.02 | 37% |
| Returns for 1 year | -5.89 | -1.92 | 307% |
| Returns for 3 years | 5.56 | 24.38 | 23% |
| Returns for 5 years | 16.28 | 56.05 | 29% |
| Returns for 10 years | 7.45 | 104.63 | 7% |
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