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PSOAX vs VISVX
PSOAX vs VISVX Comparison
Open Charts PSOAX vs VISVX
JPMorgan Small Cap Value A
Price$27.36
Change+$1.03 (+3.91%)
VolumeN/A
Net Assets1.26B
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
PSOAX vs VISVX Comparison Chart in %
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PSOAX vs. VISVX commentary
Feb 05, 2026
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 Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. PSOAX (1.26B). VISVX pays higher dividends than PSOAX: VISVX (1.74) vs PSOAX (0.72). PSOAX was incepted earlier than VISVX: PSOAX (31 years) vs VISVX (28 years). PSOAX (1.28) is less costly to investors than VISVX (0.19). PSOAX is a more actively managed with annual turnover of: 72.00 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 : 12.01 vs. PSOAX (10.50). VISVX return over 5 years is better than : 51.01 vs. PSOAX (2.21).
| 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 | 28 years | - |
| Gain YTD | 8.787 | 6.555 | 134% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 59.8B | 2% |
| Annual Yield % from dividends | 0.72 | 1.74 | 41% |
| Returns for 1 year | 10.50 | 12.01 | 87% |
| Returns for 3 years | 14.63 | 29.81 | 49% |
| Returns for 5 years | 2.21 | 51.01 | 4% |
| Returns for 10 years | 38.21 | 161.74 | 24% |
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