Ad is loading...
Ad is loading...
PSOAX vs VSIIX
PSOAX vs VSIIX Comparison
Open Charts PSOAX vs VSIIX
JPMorgan Small Cap Value A
Price$28.47
Change+$0.48 (+1.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$51.38
Change+$0.68 (+1.34%)
VolumeN/A
CapitalizationN/A
PSOAX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PSOAX vs. VSIIX commentary
Nov 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. PSOAX (1.38B). 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 (30.12) and PSOAX (28.74) have marching annual gain over last year. VSIIX return over 5 years is better than : 62.33 vs. PSOAX (19.38).
| 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 | 15.622 | 17.792 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 57.6B | 2% |
| Annual Yield % from dividends | 1.25 | 2.02 | 62% |
| Returns for 1 year | 28.74 | 30.12 | 95% |
| Returns for 3 years | -14.87 | 17.00 | -87% |
| Returns for 5 years | 19.38 | 62.33 | 31% |
| Returns for 10 years | 7.96 | 110.51 | 7% |
View a ticker or compare two or three
VS
VS
Ad is loading...