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PSOPX vs VSIIX
PSOPX vs VSIIX Comparison
Open Charts PSOPX vs VSIIX
JPMorgan Small Cap Value I
Price$31.47
Change+$0.54 (+1.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$51.38
Change+$0.68 (+1.34%)
VolumeN/A
CapitalizationN/A
PSOPX vs VSIIX Comparison Chart
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VS
VS
PSOPX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. PSOPX (1.38B). VSIIX pays higher dividends than PSOPX: VSIIX (2.02) vs PSOPX (1.31). PSOPX was incepted earlier than VSIIX: PSOPX (30 years) vs VSIIX (25 years). PSOPX is a more actively managed with annual turnover of: 79.00 vs. VSIIX (16.00). PSOPX has a lower initial minimum investment than VSIIX: PSOPX (1000000) vs VSIIX (5000000). VSIIX (31.87) and PSOPX (31.38) have marching annual gain over last year. VSIIX return over 5 years is better than : 64.51 vs. PSOPX (25.98).
| PSOPX | VSIIX | PSOPX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 25 years | - |
| Gain YTD | 17.883 | 19.372 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 57.6B | 2% |
| Annual Yield % from dividends | 1.31 | 2.02 | 65% |
| Returns for 1 year | 31.38 | 31.87 | 98% |
| Returns for 3 years | -11.34 | 18.20 | -62% |
| Returns for 5 years | 25.98 | 64.51 | 40% |
| Returns for 10 years | 17.06 | 113.17 | 15% |