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PSOAX vs VSIIX
PSOAX vs VSIIX Comparison
Open Charts PSOAX vs VSIIX
JPMorgan Small Cap Value A
Price$21.12
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Value Index I
Price$41.60
Change-$0.09 (-0.22%)
VolumeN/A
Net Assets53.62B
PSOAX vs VSIIX Comparison Chart
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PSOAX vs. VSIIX commentary
Apr 16, 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 StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. PSOAX (1.06B). VSIIX pays higher dividends than PSOAX: VSIIX (2.28) vs PSOAX (0.83). 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 : -2.92 vs. PSOAX (-12.09). VSIIX return over 5 years is better than : 95.40 vs. PSOAX (38.99).
| 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 | -14.771 | -12.289 | 120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 53.6B | 2% |
| Annual Yield % from dividends | 0.83 | 2.28 | 36% |
| Returns for 1 year | -12.09 | -2.92 | 414% |
| Returns for 3 years | -19.01 | 1.52 | -1,252% |
| Returns for 5 years | 38.99 | 95.40 | 41% |
| Returns for 10 years | -17.49 | 66.80 | -26% |
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