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PSOPX vs VSIIX
PSOPX vs VSIIX Comparison
Open Charts PSOPX vs VSIIX
JPMorgan Small Cap Value I
Price$27.25
Change-$0.71 (-2.54%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
PSOPX vs VSIIX Comparison Chart
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PSOPX vs. VSIIX commentary
Feb 23, 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: 60.2B vs. PSOPX (1.22B). 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 annual gain was more profitable for investors over the last year : 9.99 vs. PSOPX (2.92). VSIIX return over 5 years is better than : 47.63 vs. PSOPX (13.25).
| 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 | -0.765 | -0.294 | 260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 60.2B | 2% |
| Annual Yield % from dividends | 1.31 | 2.02 | 65% |
| Returns for 1 year | 2.92 | 9.99 | 29% |
| Returns for 3 years | -1.89 | 17.99 | -10% |
| Returns for 5 years | 13.25 | 47.63 | 28% |
| Returns for 10 years | 3.43 | 90.58 | 4% |