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PSOPX vs VISVX
PSOPX vs VISVX Comparison
Open Charts PSOPX vs VISVX
JPMorgan Small Cap Value I
Price$31.47
Change+$0.54 (+1.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$51.30
Change+$0.69 (+1.36%)
VolumeN/A
CapitalizationN/A
PSOPX vs VISVX Comparison Chart
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PSOPX vs. VISVX commentary
Nov 23, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. PSOPX (1.38B). 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 (31.82) and PSOPX (31.38) have marching annual gain over last year. VISVX return over 5 years is better than : 64.36 vs. PSOPX (25.98).
| 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 | 17.883 | 19.317 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 57.6B | 2% |
| Annual Yield % from dividends | 1.31 | 1.90 | 69% |
| Returns for 1 year | 31.38 | 31.82 | 99% |
| Returns for 3 years | -11.34 | 18.13 | -63% |
| Returns for 5 years | 25.98 | 64.36 | 40% |
| Returns for 10 years | 17.06 | 112.52 | 15% |