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PSOPX vs VISVX
PSOPX vs VISVX Comparison
Open Charts PSOPX vs VISVX
JPMorgan Small Cap Value I
Price$29.06
Change+$0.41 (+1.43%)
VolumeN/A
Net Assets1.25B
Vanguard Small Cap Value Index I
Price$50.57
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
PSOPX vs VISVX Comparison Chart in %
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PSOPX vs. VISVX commentary
Sep 06, 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: 59.2B vs. PSOPX (1.25B). VISVX pays higher dividends than PSOPX: VISVX (1.86) vs PSOPX (0.89). 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 : 9.73 vs. PSOPX (1.03). VISVX return over 5 years is better than : 85.43 vs. PSOPX (39.25).
| 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 | 4.676 | 6.222 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 59.2B | 2% |
| Annual Yield % from dividends | 0.89 | 1.86 | 48% |
| Returns for 1 year | 1.03 | 9.73 | 11% |
| Returns for 3 years | 11.68 | 36.01 | 32% |
| Returns for 5 years | 39.25 | 85.43 | 46% |
| Returns for 10 years | 22.10 | 116.52 | 19% |
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