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PSOPX vs VSIIX
PSOPX vs VSIIX Comparison
Open Charts PSOPX vs VSIIX
JPMorgan Small Cap Value I
Price$25.26
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$45.21
Change-$0.18 (-0.40%)
VolumeN/A
Net Assets51.69B
PSOPX vs VSIIX Comparison Chart
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PSOPX vs. VSIIX commentary
Jun 03, 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. PSOPX (1.14B). VSIIX pays higher dividends than PSOPX: VSIIX (2.24) vs PSOPX (0.96). PSOPX was incepted earlier than VSIIX: PSOPX (30 years) vs VSIIX (26 years). PSOPX (1.01) is less costly to investors than VSIIX (0.06). PSOPX is a more actively managed with annual turnover of: 61.00 vs. VSIIX (16.00). PSOPX has a lower initial minimum investment than VSIIX: PSOPX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 1.15 vs. PSOPX (-7.84). VSIIX return over 5 years is better than : 72.62 vs. PSOPX (28.31).
| PSOPX | VSIIX | PSOPX / VSIIX | |
| Total Expense Ratio | 0.94 | 0.06 | 1,567% |
| Annual Report Gross Expense Ratio | 1.01 | 0.06 | 1,683% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | -7.793 | -4.505 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 51.7B | 2% |
| Annual Yield % from dividends | 0.96 | 2.24 | 43% |
| Returns for 1 year | -7.84 | 1.15 | -682% |
| Returns for 3 years | -7.77 | 13.95 | -56% |
| Returns for 5 years | 28.31 | 72.62 | 39% |
| Returns for 10 years | -3.93 | 80.84 | -5% |
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