Ad is loading...
PSOPX vs VISVX
PSOPX vs VISVX Comparison
Open Charts PSOPX vs VISVX
JPMorgan Small Cap Value I
Price$27.25
Change-$0.71 (-2.54%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
PSOPX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PSOPX vs. VISVX commentary
Feb 23, 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: 60.2B vs. PSOPX (1.22B). VISVX pays higher dividends than PSOPX: VISVX (1.90) vs PSOPX (1.31). PSOPX was incepted earlier than VISVX: PSOPX (30 years) vs VISVX (27 years). PSOPX is a more actively managed with annual turnover of: 79.00 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 : 12.49 vs. PSOPX (2.92). VISVX return over 5 years is better than : 50.85 vs. PSOPX (13.25).
| PSOPX | VISVX | PSOPX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | -0.765 | 1.977 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 60.2B | 2% |
| Annual Yield % from dividends | 1.31 | 1.90 | 69% |
| Returns for 1 year | 2.92 | 12.49 | 23% |
| Returns for 3 years | -1.89 | 20.61 | -9% |
| Returns for 5 years | 13.25 | 50.85 | 26% |
| Returns for 10 years | 3.43 | 94.47 | 4% |