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PSOAX vs VSIIX
PSOAX vs VSIIX Comparison
Open Charts PSOAX vs VSIIX
JPMorgan Small Cap Value A
Price$26.53
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.22
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VS
VS
PSOAX vs VSIIX Comparison Chart
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PSOAX vs. VSIIX commentary
Oct 23, 2024
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 StrongSell and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. PSOAX (1.33B). 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 (33.68) and PSOAX (33.25) have marching annual gain over last year. VSIIX return over 5 years is better than : 57.10 vs. PSOAX (14.10).
| 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 | 9.591 | 12.030 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 58.3B | 2% |
| Annual Yield % from dividends | 1.25 | 2.02 | 62% |
| Returns for 1 year | 33.25 | 33.68 | 99% |
| Returns for 3 years | -17.31 | 13.64 | -127% |
| Returns for 5 years | 14.10 | 57.10 | 25% |
| Returns for 10 years | 8.61 | 111.61 | 8% |
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