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PSOPX vs VSIAX
PSOPX vs VSIAX Comparison
Open Charts PSOPX vs VSIAX
JPMorgan Small Cap Value I
Price$28.38
Change-$0.24 (-0.84%)
VolumeN/A
Net Assets1.31B
Vanguard Small Cap Value Index Admiral
Price$88.65
Change-$0.62 (-0.69%)
VolumeN/A
Net Assets58.32B
PSOPX vs VSIAX Comparison Chart
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PSOPX vs. VSIAX commentary
Jan 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. PSOPX (1.31B). 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 : 17.39 vs. PSOPX (8.56). VSIAX return over 5 years is better than : 54.49 vs. PSOPX (18.18).
| 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 | 3.350 | 4.086 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 58.3B | 2% |
| Annual Yield % from dividends | 1.31 | 2.01 | 65% |
| Returns for 1 year | 8.56 | 17.39 | 49% |
| Returns for 3 years | 2.36 | 24.22 | 10% |
| Returns for 5 years | 18.18 | 54.49 | 33% |
| Returns for 10 years | 10.26 | 107.49 | 10% |
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