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PSOPX vs VSIIX
PSOPX vs VSIIX Comparison
Open Charts PSOPX vs VSIIX
JPMorgan Small Cap Value I
Price$29.06
Change+$0.41 (+1.43%)
VolumeN/A
Net Assets1.25B
Vanguard Small Cap Value Index I
Price$50.44
Change+$0.63 (+1.26%)
VolumeN/A
Net Assets59.22B
PSOPX vs VSIIX Comparison Chart in %
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PSOPX vs. VSIIX commentary
Sep 06, 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: 59.2B vs. PSOPX (1.25B). VSIIX pays higher dividends than PSOPX: VSIIX (1.98) vs PSOPX (0.89). 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 : 7.76 vs. PSOPX (1.03). VSIIX return over 5 years is better than : 83.31 vs. PSOPX (39.25).
| 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 | 4.676 | 4.926 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 59.2B | 2% |
| Annual Yield % from dividends | 0.89 | 1.98 | 45% |
| Returns for 1 year | 1.03 | 7.76 | 13% |
| Returns for 3 years | 11.68 | 33.31 | 35% |
| Returns for 5 years | 39.25 | 83.31 | 47% |
| Returns for 10 years | 22.10 | 119.20 | 19% |
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