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PSOAX vs VSIIX
PSOAX vs VSIIX Comparison
Open Charts PSOAX vs VSIIX
JPMorgan Small Cap Value A
Price$22.51
Change-$0.10 (-0.44%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index I
Price$44.92
Change-$0.17 (-0.38%)
VolumeN/A
Net Assets51.69B
PSOAX vs VSIIX Comparison Chart
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PSOAX vs. VSIIX commentary
May 26, 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: 51.7B vs. PSOAX (1.13B). VSIIX pays higher dividends than PSOAX: VSIIX (2.35) vs PSOAX (0.86). 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 : 1.47 vs. PSOAX (-8.43). VSIIX return over 5 years is better than : 89.32 vs. PSOAX (33.87).
| 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 | -8.903 | -5.494 | 162% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 51.7B | 2% |
| Annual Yield % from dividends | 0.86 | 2.35 | 36% |
| Returns for 1 year | -8.43 | 1.47 | -572% |
| Returns for 3 years | -5.56 | 19.22 | -29% |
| Returns for 5 years | 33.87 | 89.32 | 38% |
| Returns for 10 years | -9.97 | 79.72 | -13% |
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