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PSOPX vs VSIIX
PSOPX vs VSIIX Comparison
Open Charts PSOPX vs VSIIX
JPMorgan Small Cap Value I
Price$27.78
Change-$0.23 (-0.82%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index I
Price$48.74
Change-$0.34 (-0.69%)
VolumeN/A
Net Assets56.44B
PSOPX vs VSIIX Comparison Chart in %
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PSOPX vs. VSIIX commentary
Aug 16, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. PSOPX (1.23B). VSIIX pays higher dividends than PSOPX: VSIIX (2.08) vs PSOPX (0.95). PSOPX was incepted earlier than VSIIX: PSOPX (31 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 : 7.38 vs. PSOPX (-0.15). VSIIX return over 5 years is better than : 77.86 vs. PSOPX (32.97).
| 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 | 31 years | 26 years | - |
| Gain YTD | 2.338 | 3.388 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 56.4B | 2% |
| Annual Yield % from dividends | 0.95 | 2.08 | 46% |
| Returns for 1 year | -0.15 | 7.38 | -2% |
| Returns for 3 years | -0.87 | 20.15 | -4% |
| Returns for 5 years | 32.97 | 77.86 | 42% |
| Returns for 10 years | 11.99 | 101.06 | 12% |
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