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PSOAX vs VSIAX
PSOAX vs VSIAX Comparison
Open Charts PSOAX vs VSIAX
JPMorgan Small Cap Value A
Price$24.82
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
PSOAX vs VSIAX Comparison Chart in %
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PSOAX vs. VSIAX commentary
Jul 06, 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: 54B vs. PSOAX (1.23B). VSIAX pays higher dividends than PSOAX: VSIAX (2.11) vs PSOAX (0.85). PSOAX was incepted earlier than VSIAX: PSOAX (30 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: 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 : 11.67 vs. PSOAX (2.36). VSIAX return over 5 years is better than : 94.16 vs. PSOAX (42.04).
| 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 | 14 years | - |
| Gain YTD | 0.710 | 2.044 | 35% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 54B | 2% |
| Annual Yield % from dividends | 0.85 | 2.11 | 40% |
| Returns for 1 year | 2.36 | 11.67 | 20% |
| Returns for 3 years | 9.57 | 34.88 | 27% |
| Returns for 5 years | 42.04 | 94.16 | 45% |
| Returns for 10 years | -0.36 | 96.53 | -0% |
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