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PSOPX vs VSIIX
PSOPX vs VSIIX Comparison
Open Charts PSOPX vs VSIIX
JPMorgan Small Cap Value I
Price$31.08
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.51
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PSOPX vs VSIIX Comparison Chart
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PSOPX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. PSOPX (1.41B). 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). PSOPX (30.38) and VSIIX (29.93) have marching annual gain over last year. VSIIX return over 5 years is better than : 60.02 vs. PSOPX (24.09).
| 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 | 17.321 | 17.351 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 57.6B | 2% |
| Annual Yield % from dividends | 1.31 | 2.02 | 65% |
| Returns for 1 year | 30.38 | 29.93 | 101% |
| Returns for 3 years | -12.86 | 15.23 | -84% |
| Returns for 5 years | 24.09 | 60.02 | 40% |
| Returns for 10 years | 17.64 | 112.62 | 16% |
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