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PSOPX vs VISVX
PSOPX vs VISVX Comparison
Open Charts PSOPX vs VISVX
JPMorgan Small Cap Value I
Price$28.38
Change-$0.24 (-0.84%)
VolumeN/A
Net Assets1.31B
Vanguard Small Cap Value Index I
Price$49.47
Change-$0.35 (-0.70%)
VolumeN/A
Net Assets58.32B
PSOPX vs VISVX Comparison Chart
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PSOPX vs. VISVX commentary
Jan 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. PSOPX (1.31B). 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 : 17.36 vs. PSOPX (8.56). VISVX return over 5 years is better than : 54.31 vs. PSOPX (18.18).
| 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 | 3.350 | 4.060 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 58.3B | 2% |
| Annual Yield % from dividends | 1.31 | 1.90 | 69% |
| Returns for 1 year | 8.56 | 17.36 | 49% |
| Returns for 3 years | 2.36 | 24.14 | 10% |
| Returns for 5 years | 18.18 | 54.31 | 33% |
| Returns for 10 years | 10.26 | 106.95 | 10% |
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