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PSOAX vs VISVX
PSOAX vs VISVX Comparison
Open Charts PSOAX vs VISVX
JPMorgan Small Cap Value A
Price$26.28
Change+$0.17 (+0.65%)
VolumeN/A
Net Assets1.25B
Vanguard Small Cap Value Index I
Price$50.20
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
PSOAX vs VISVX Comparison Chart in %
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PSOAX vs. VISVX commentary
Sep 29, 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 PSOAX is a StrongBuy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. PSOAX (1.25B). VISVX pays higher dividends than PSOAX: VISVX (1.86) vs PSOAX (0.79). PSOAX was incepted earlier than VISVX: PSOAX (31 years) vs VISVX (27 years). PSOAX (1.28) is less costly to investors than VISVX (0.19). PSOAX is a more actively managed with annual turnover of: 61.00 vs. VISVX (16.00). PSOAX has a lower initial minimum investment than VISVX: PSOAX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 5.25 vs. PSOAX (0.44). VISVX return over 5 years is better than : 96.62 vs. PSOAX (48.69).
| PSOAX | VISVX | PSOAX / VISVX | |
| Total Expense Ratio | 1.19 | 0.19 | 626% |
| Annual Report Gross Expense Ratio | 1.28 | 0.19 | 674% |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | 6.940 | 5.884 | 118% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 59.2B | 2% |
| Annual Yield % from dividends | 0.79 | 1.86 | 42% |
| Returns for 1 year | 0.44 | 5.25 | 8% |
| Returns for 3 years | 21.63 | 47.78 | 45% |
| Returns for 5 years | 48.69 | 96.62 | 50% |
| Returns for 10 years | 19.38 | 128.55 | 15% |
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