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PSOAX vs VSIIX
PSOAX vs VSIIX Comparison
Open Charts PSOAX vs VSIIX
JPMorgan Small Cap Value A
Price$24.82
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
PSOAX vs VSIIX Comparison Chart in %
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PSOAX vs. VSIIX commentary
Jul 07, 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. PSOAX (1.23B). VSIIX pays higher dividends than PSOAX: VSIIX (2.12) vs PSOAX (0.85). PSOAX was incepted earlier than VSIIX: PSOAX (30 years) vs VSIIX (26 years). PSOAX (1.28) is less costly to investors than VSIIX (0.06). PSOAX is a more actively managed with annual turnover of: 61.00 vs. VSIIX (16.00). PSOAX has a lower initial minimum investment than VSIIX: PSOAX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. PSOAX (2.36). VSIIX return over 5 years is better than : 94.15 vs. PSOAX (42.04).
| PSOAX | VSIIX | PSOAX / VSIIX | |
| Total Expense Ratio | 1.19 | 0.06 | 1,983% |
| Annual Report Gross Expense Ratio | 1.28 | 0.06 | 2,133% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | 0.710 | 2.040 | 35% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 54B | 2% |
| Annual Yield % from dividends | 0.85 | 2.12 | 40% |
| Returns for 1 year | 2.36 | 11.69 | 20% |
| Returns for 3 years | 9.57 | 34.90 | 27% |
| Returns for 5 years | 42.04 | 94.15 | 45% |
| Returns for 10 years | -0.36 | 96.60 | -0% |
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