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PSOAX vs VSIAX
PSOAX vs VSIAX Comparison
Open Charts PSOAX vs VSIAX
JPMorgan Small Cap Value A
Price$25.58
Change+$0.24 (+0.95%)
VolumeN/A
Net Assets1.28B
Vanguard Small Cap Value Index Admiral
Price$89.06
Change+$0.96 (+1.09%)
VolumeN/A
Net Assets58.32B
PSOAX vs VSIAX Comparison Chart
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PSOAX vs. VSIAX commentary
Jan 31, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. PSOAX (1.28B). 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 : 17.45 vs. PSOAX (8.54). VSIAX return over 5 years is better than : 57.90 vs. PSOAX (18.47).
| 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 | 3.521 | 3.440 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 58.3B | 2% |
| Annual Yield % from dividends | 1.25 | 2.01 | 62% |
| Returns for 1 year | 8.54 | 17.45 | 49% |
| Returns for 3 years | -0.96 | 21.69 | -4% |
| Returns for 5 years | 18.47 | 57.90 | 32% |
| Returns for 10 years | 4.47 | 107.64 | 4% |