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PSOPX vs VSIAX
PSOPX vs VSIAX Comparison
Open Charts PSOPX vs VSIAX
JPMorgan Small Cap Value I
Price$31.47
Change+$0.54 (+1.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$91.93
Change+$1.23 (+1.36%)
VolumeN/A
CapitalizationN/A
PSOPX vs VSIAX Comparison Chart
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PSOPX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. PSOPX (1.38B). 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 (31.88) and PSOPX (31.38) have marching annual gain over last year. VSIAX return over 5 years is better than : 64.51 vs. PSOPX (25.98).
| 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 | 17.883 | 19.381 | 92% |
| 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 | 2.01 | 65% |
| Returns for 1 year | 31.38 | 31.88 | 98% |
| Returns for 3 years | -11.34 | 18.19 | -62% |
| Returns for 5 years | 25.98 | 64.51 | 40% |
| Returns for 10 years | 17.06 | 113.13 | 15% |