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PSOPX vs VISVX
PSOPX vs VISVX Comparison
Open Charts PSOPX vs VISVX
JPMorgan Small Cap Value I
Price$29.26
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.24B
Vanguard Small Cap Value Index I
Price$49.36
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets59.14B
PSOPX vs VISVX Comparison Chart in %
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PSOPX vs. VISVX commentary
Oct 18, 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 PSOPX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. PSOPX (1.24B). VISVX pays higher dividends than PSOPX: VISVX (1.88) vs PSOPX (0.86). PSOPX was incepted earlier than VISVX: PSOPX (31 years) vs VISVX (27 years). PSOPX (1.01) is less costly to investors than VISVX (0.19). PSOPX is a more actively managed with annual turnover of: 49.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than PSOPX: VISVX (3000) vs PSOPX (1000000). VISVX annual gain was more profitable for investors over the last year : 0.68 vs. PSOPX (-1.88). VISVX return over 5 years is better than : 75.24 vs. PSOPX (36.60).
| PSOPX | VISVX | PSOPX / VISVX | |
| Total Expense Ratio | 0.94 | 0.19 | 495% |
| Annual Report Gross Expense Ratio | 1.01 | 0.19 | 532% |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | 7.198 | 3.913 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 59.1B | 2% |
| Annual Yield % from dividends | 0.86 | 1.88 | 46% |
| Returns for 1 year | -1.88 | 0.68 | -274% |
| Returns for 3 years | 16.54 | 35.74 | 46% |
| Returns for 5 years | 36.60 | 75.24 | 49% |
| Returns for 10 years | 18.01 | 108.39 | 17% |
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