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PSOAX vs VISVX
PSOAX vs VISVX Comparison
Open Charts PSOAX vs VISVX
JPMorgan Small Cap Value A
Price$27.64
Change+$0.47 (+1.73%)
VolumeN/A
Net Assets1.28B
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
PSOAX vs VISVX Comparison Chart in %
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PSOAX vs. VISVX commentary
Dec 04, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. PSOAX (1.28B). VISVX pays higher dividends than PSOAX: VISVX (1.86) vs PSOAX (0.73). 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: 49.00 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 : -1.68 vs. PSOAX (-3.86). VISVX return over 5 years is better than : 56.36 vs. PSOAX (18.09).
| 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 | 11.091 | 6.700 | 166% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 58.3B | 2% |
| Annual Yield % from dividends | 0.73 | 1.86 | 39% |
| Returns for 1 year | -3.86 | -1.68 | 230% |
| Returns for 3 years | 9.47 | 26.40 | 36% |
| Returns for 5 years | 18.09 | 56.36 | 32% |
| Returns for 10 years | 14.09 | 112.68 | 13% |
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