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PSOPX vs VSIAX
PSOPX vs VSIAX Comparison
Open Charts PSOPX vs VSIAX
JPMorgan Small Cap Value I
Price$31.08
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PSOPX vs VSIAX Comparison Chart
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PSOPX vs. VSIAX commentary
Nov 14, 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 (1.41B). 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). PSOPX (30.38) and VSIAX (29.94) have marching annual gain over last year. VSIAX return over 5 years is better than : 59.96 vs. PSOPX (24.09).
| 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 | 17.321 | 17.342 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 57.6B | 2% |
| Annual Yield % from dividends | 1.31 | 2.01 | 65% |
| Returns for 1 year | 30.38 | 29.94 | 101% |
| Returns for 3 years | -12.86 | 15.20 | -85% |
| Returns for 5 years | 24.09 | 59.96 | 40% |
| Returns for 10 years | 17.64 | 112.55 | 16% |
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