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PSOAX vs VSIIX
PSOAX vs VSIIX Comparison
Open Charts PSOAX vs VSIIX
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$50.65
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
PSOAX vs VSIIX Comparison Chart in %
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PSOAX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. PSOAX (1.26B). VSIIX pays higher dividends than PSOAX: VSIIX (1.98) vs PSOAX (0.79). PSOAX was incepted earlier than VSIIX: PSOAX (31 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 : 10.21 vs. PSOAX (2.60). VSIIX return over 5 years is better than : 86.40 vs. PSOAX (36.37).
| 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 | 31 years | 26 years | - |
| Gain YTD | 6.310 | 6.695 | 94% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 59.2B | 2% |
| Annual Yield % from dividends | 0.79 | 1.98 | 40% |
| Returns for 1 year | 2.60 | 10.21 | 25% |
| Returns for 3 years | 12.47 | 36.67 | 34% |
| Returns for 5 years | 36.37 | 86.40 | 42% |
| Returns for 10 years | 14.01 | 117.87 | 12% |
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