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PSOPX vs VSIIX
PSOPX vs VSIIX Comparison
Open Charts PSOPX vs VSIIX
JPMorgan Small Cap Value I
Price$28.38
Change-$0.24 (-0.84%)
VolumeN/A
Net Assets1.31B
Vanguard Small Cap Value Index I
Price$49.55
Change-$0.35 (-0.70%)
VolumeN/A
Net Assets58.32B
PSOPX vs VSIIX Comparison Chart
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PSOPX vs. VSIIX commentary
Jan 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. PSOPX (1.31B). 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 : 17.40 vs. PSOPX (8.56). VSIIX return over 5 years is better than : 54.52 vs. PSOPX (18.18).
| 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 | 3.350 | 4.075 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 58.3B | 2% |
| Annual Yield % from dividends | 1.31 | 2.02 | 65% |
| Returns for 1 year | 8.56 | 17.40 | 49% |
| Returns for 3 years | 2.36 | 24.23 | 10% |
| Returns for 5 years | 18.18 | 54.52 | 33% |
| Returns for 10 years | 10.26 | 107.53 | 10% |
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