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PSOPX vs VISVX
PSOPX vs VISVX Comparison
Open Charts PSOPX vs VISVX
JPMorgan Small Cap Value I
Price$27.78
Change-$0.23 (-0.82%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
PSOPX vs VISVX Comparison Chart in %
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PSOPX vs. VISVX commentary
Aug 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 PSOPX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. PSOPX (1.23B). VISVX pays higher dividends than PSOPX: VISVX (1.95) vs PSOPX (0.95). 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: 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 : 7.33 vs. PSOPX (-0.15). VISVX return over 5 years is better than : 77.66 vs. PSOPX (32.97).
| 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 | 2.338 | 3.353 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 56.4B | 2% |
| Annual Yield % from dividends | 0.95 | 1.95 | 49% |
| Returns for 1 year | -0.15 | 7.33 | -2% |
| Returns for 3 years | -0.87 | 20.04 | -4% |
| Returns for 5 years | 32.97 | 77.66 | 42% |
| Returns for 10 years | 11.99 | 100.61 | 12% |
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