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PSOAX vs VSIIX
PSOAX vs VSIIX Comparison
Open Charts PSOAX vs VSIIX
JPMorgan Small Cap Value A
Price$24.10
Change-$0.10 (-0.41%)
VolumeN/A
Net Assets1.18B
Vanguard Small Cap Value Index I
Price$47.56
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets56.44B
PSOAX vs VSIIX Comparison Chart in %
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PSOAX vs. VSIIX commentary
Aug 08, 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. PSOAX (1.18B). VSIIX pays higher dividends than PSOAX: VSIIX (2.08) vs PSOAX (0.84). PSOAX was incepted earlier than VSIIX: PSOAX (31 years) vs VSIIX (26 years). PSOAX (1.28) is less costly to investors than VSIIX (0.06). PSOAX is a more actively managed with annual turnover of: 61.00 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 : 8.86 vs. PSOAX (-0.97). VSIIX return over 5 years is better than : 74.38 vs. PSOAX (25.52).
| PSOAX | VSIIX | PSOAX / VSIIX | |
| Total Expense Ratio | 1.19 | 0.06 | 1,983% |
| Annual Report Gross Expense Ratio | 1.28 | 0.06 | 2,133% |
| Fund Existence | 31 years | 26 years | - |
| Gain YTD | -1.805 | 0.249 | -725% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 56.4B | 2% |
| Annual Yield % from dividends | 0.84 | 2.08 | 40% |
| Returns for 1 year | -0.97 | 8.86 | -11% |
| Returns for 3 years | -3.39 | 22.22 | -15% |
| Returns for 5 years | 25.52 | 74.38 | 34% |
| Returns for 10 years | 0.18 | 94.58 | 0% |
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