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PSOAX vs VISVX
PSOAX vs VISVX Comparison
Open Charts PSOAX vs VISVX
JPMorgan Small Cap Value A
Price$26.20
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets1.26B
Vanguard Small Cap Value Index I
Price$50.57
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
PSOAX vs VISVX Comparison Chart in %
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PSOAX vs. VISVX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. PSOAX (1.26B). 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 : 10.19 vs. PSOAX (2.60). VISVX return over 5 years is better than : 86.20 vs. PSOAX (36.37).
| 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 | 6.310 | 6.665 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 59.2B | 2% |
| Annual Yield % from dividends | 0.79 | 1.86 | 42% |
| Returns for 1 year | 2.60 | 10.19 | 25% |
| Returns for 3 years | 12.47 | 36.58 | 34% |
| Returns for 5 years | 36.37 | 86.20 | 42% |
| Returns for 10 years | 14.01 | 117.42 | 12% |
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