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PSOAX vs VSIIX
PSOAX vs VSIIX Comparison
Open Charts PSOAX vs VSIIX
JPMorgan Small Cap Value A
Price$22.48
Change-$0.33 (-1.45%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$43.94
Change-$0.63 (-1.41%)
VolumeN/A
Net Assets57.63B
PSOAX vs VSIIX Comparison Chart
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PSOAX vs. VSIIX commentary
Mar 14, 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: 57.6B vs. PSOAX (1.14B). VSIIX pays higher dividends than PSOAX: VSIIX (1.99) vs PSOAX (0.78). PSOAX was incepted earlier than VSIIX: PSOAX (30 years) vs VSIIX (25 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 : 0.94 vs. PSOAX (-6.82). VSIIX return over 5 years is better than : 94.02 vs. PSOAX (41.34).
| 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 | 30 years | 25 years | - |
| Gain YTD | -7.689 | -6.070 | 127% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 57.6B | 2% |
| Annual Yield % from dividends | 0.78 | 1.99 | 39% |
| Returns for 1 year | -6.82 | 0.94 | -726% |
| Returns for 3 years | -11.89 | 11.40 | -104% |
| Returns for 5 years | 41.34 | 94.02 | 44% |
| Returns for 10 years | -9.90 | 82.06 | -12% |
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