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PSOPX vs VISVX
PSOPX vs VISVX Comparison
Open Charts PSOPX vs VISVX
JPMorgan Small Cap Value I
Price$27.42
Change+$0.21 (+0.77%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.85
Change+$0.49 (+1.03%)
VolumeN/A
CapitalizationN/A
PSOPX vs VISVX Comparison Chart
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PSOPX vs. VISVX commentary
Dec 24, 2024
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: 63B vs. PSOPX (1.26B). 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 : 11.81 vs. PSOPX (3.56). VISVX return over 5 years is better than : 47.19 vs. PSOPX (11.37).
| 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 | 3.056 | 11.293 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 63B | 2% |
| Annual Yield % from dividends | 1.31 | 1.90 | 69% |
| Returns for 1 year | 3.56 | 11.81 | 30% |
| Returns for 3 years | -5.33 | 15.69 | -34% |
| Returns for 5 years | 11.37 | 47.19 | 24% |
| Returns for 10 years | 5.20 | 96.52 | 5% |
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