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PSOPX vs VSIAX
PSOPX vs VSIAX Comparison
Open Charts PSOPX vs VSIAX
JPMorgan Small Cap Value I
Price$27.25
Change-$0.71 (-2.54%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
PSOPX vs VSIAX Comparison Chart
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PSOPX vs. VSIAX commentary
Feb 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. PSOPX (1.22B). VSIAX pays higher dividends than PSOPX: VSIAX (2.01) vs PSOPX (1.31). PSOPX was incepted earlier than VSIAX: PSOPX (30 years) vs VSIAX (13 years). PSOPX is a more actively managed with annual turnover of: 79.00 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 : 9.98 vs. PSOPX (2.92). VSIAX return over 5 years is better than : 47.61 vs. PSOPX (13.25).
| PSOPX | VSIAX | PSOPX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 13 years | - |
| Gain YTD | -0.765 | -0.294 | 261% |
| 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 | 60.2B | 2% |
| Annual Yield % from dividends | 1.31 | 2.01 | 65% |
| Returns for 1 year | 2.92 | 9.98 | 29% |
| Returns for 3 years | -1.89 | 17.97 | -11% |
| Returns for 5 years | 13.25 | 47.61 | 28% |
| Returns for 10 years | 3.43 | 90.53 | 4% |
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