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PSOPX vs VISVX
PSOPX vs VISVX Comparison
Open Charts PSOPX vs VISVX
JPMorgan Small Cap Value I
Price$25.60
Change-$0.47 (-1.80%)
VolumeN/A
Net Assets1.15B
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
PSOPX vs VISVX Comparison Chart
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PSOPX vs. VISVX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. PSOPX (1.15B). VISVX pays higher dividends than PSOPX: VISVX (2.11) vs PSOPX (0.96). PSOPX was incepted earlier than VISVX: PSOPX (30 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: 61.00 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 : 3.80 vs. PSOPX (-5.04). VISVX return over 5 years is better than : 80.48 vs. PSOPX (35.59).
| PSOPX | VISVX | PSOPX / VISVX | |
| Total Expense Ratio | 0.94 | 0.19 | 495% |
| Annual Report Gross Expense Ratio | 1.01 | 0.19 | 532% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | -6.736 | -4.331 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 54B | 2% |
| Annual Yield % from dividends | 0.96 | 2.11 | 45% |
| Returns for 1 year | -5.04 | 3.80 | -133% |
| Returns for 3 years | 2.38 | 26.12 | 9% |
| Returns for 5 years | 35.59 | 80.48 | 44% |
| Returns for 10 years | -3.65 | 80.06 | -5% |
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