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PSOPX vs VSIAX
PSOPX vs VSIAX Comparison
Open Charts PSOPX vs VSIAX
JPMorgan Small Cap Value I
Price$27.55
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
PSOPX vs VSIAX Comparison Chart in %
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PSOPX vs. VSIAX commentary
Jul 27, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. PSOPX (1.22B). VSIAX pays higher dividends than PSOPX: VSIAX (2.11) vs PSOPX (0.96). PSOPX was incepted earlier than VSIAX: PSOPX (31 years) vs VSIAX (14 years). PSOPX (1.01) is less costly to investors than VSIAX (0.07). PSOPX is a more actively managed with annual turnover of: 61.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than PSOPX: VSIAX (3000) vs PSOPX (1000000). VSIAX annual gain was more profitable for investors over the last year : 5.59 vs. PSOPX (-6.29). VSIAX return over 5 years is better than : 88.99 vs. PSOPX (41.92).
| PSOPX | VSIAX | PSOPX / VSIAX | |
| Total Expense Ratio | 0.94 | 0.07 | 1,343% |
| Annual Report Gross Expense Ratio | 1.01 | 0.07 | 1,443% |
| Fund Existence | 31 years | 14 years | - |
| Gain YTD | 0.657 | 2.904 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 55.6B | 2% |
| Annual Yield % from dividends | 0.96 | 2.11 | 46% |
| Returns for 1 year | -6.29 | 5.59 | -113% |
| Returns for 3 years | 6.83 | 31.08 | 22% |
| Returns for 5 years | 41.92 | 88.99 | 47% |
| Returns for 10 years | 9.66 | 102.83 | 9% |
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