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PSOAX vs VSIIX
PSOAX vs VSIIX Comparison
Open Charts PSOAX vs VSIIX
JPMorgan Small Cap Value A
Price$25.58
Change+$0.24 (+0.95%)
VolumeN/A
Net Assets1.28B
Vanguard Small Cap Value Index I
Price$49.78
Change+$0.54 (+1.10%)
VolumeN/A
Net Assets58.32B
PSOAX vs VSIIX Comparison Chart
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PSOAX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. PSOAX (1.28B). VSIIX pays higher dividends than PSOAX: VSIIX (2.02) vs PSOAX (1.25). PSOAX was incepted earlier than VSIIX: PSOAX (30 years) vs VSIIX (25 years). PSOAX is a more actively managed with annual turnover of: 79.00 vs. VSIIX (16.00). PSOAX has a lower initial minimum investment than VSIIX: PSOAX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 17.44 vs. PSOAX (8.54). VSIIX return over 5 years is better than : 57.90 vs. PSOAX (18.47).
| PSOAX | VSIIX | PSOAX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 25 years | - |
| Gain YTD | 3.521 | 3.424 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 58.3B | 2% |
| Annual Yield % from dividends | 1.25 | 2.02 | 62% |
| Returns for 1 year | 8.54 | 17.44 | 49% |
| Returns for 3 years | -0.96 | 21.68 | -4% |
| Returns for 5 years | 18.47 | 57.90 | 32% |
| Returns for 10 years | 4.47 | 107.65 | 4% |