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PSOPX vs VISVX
PSOPX vs VISVX Comparison
Open Charts PSOPX vs VISVX
JPMorgan Small Cap Value I
Price$23.92
Change+$1.68 (+7.55%)
VolumeN/A
Net Assets1.08B
Vanguard Small Cap Value Index I
Price$40.59
Change-$1.81 (-4.27%)
VolumeN/A
Net Assets53.62B
PSOPX vs VISVX Comparison Chart
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PSOPX vs. VISVX commentary
Apr 11, 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: 53.6B vs. PSOPX (1.08B). VISVX pays higher dividends than PSOPX: VISVX (2.14) vs PSOPX (0.95). PSOPX was incepted earlier than VISVX: PSOPX (30 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 : -13.30 vs. PSOPX (-19.60). VISVX return over 5 years is better than : 69.67 vs. PSOPX (25.94).
| PSOPX | VISVX | PSOPX / VISVX | |
| Total Expense Ratio | 0.94 | 0.19 | 495% |
| Annual Report Gross Expense Ratio | 1.01 | 0.19 | 532% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | -18.977 | -17.709 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 53.6B | 2% |
| Annual Yield % from dividends | 0.95 | 2.14 | 45% |
| Returns for 1 year | -19.60 | -13.30 | 147% |
| Returns for 3 years | -20.40 | -3.75 | 544% |
| Returns for 5 years | 25.94 | 69.67 | 37% |
| Returns for 10 years | -17.11 | 54.64 | -31% |
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