Ad is loading...
PSOPX vs VSIAX
PSOPX vs VSIAX Comparison
Open Charts PSOPX vs VSIAX
JPMorgan Small Cap Value I
Price$27.42
Change+$0.21 (+0.77%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.75
Change+$0.87 (+1.02%)
VolumeN/A
CapitalizationN/A
PSOPX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PSOPX vs. VSIAX commentary
Dec 24, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. PSOPX (1.26B). 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 : 11.88 vs. PSOPX (3.56). VSIAX return over 5 years is better than : 47.32 vs. PSOPX (11.37).
| 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 | 3.056 | 11.356 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 63B | 2% |
| Annual Yield % from dividends | 1.31 | 2.01 | 65% |
| Returns for 1 year | 3.56 | 11.88 | 30% |
| Returns for 3 years | -5.33 | 15.75 | -34% |
| Returns for 5 years | 11.37 | 47.32 | 24% |
| Returns for 10 years | 5.20 | 97.07 | 5% |
View a ticker or compare two or three
VS
VS
Ad is loading...