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PSOPX vs VISVX
PSOPX vs VISVX Comparison
Open Charts PSOPX vs VISVX
JPMorgan Small Cap Value I
Price$30.75
Change+$1.46 (+4.98%)
VolumeN/A
Net Assets1.26B
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
PSOPX vs VISVX Comparison Chart in %
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PSOPX vs. VISVX commentary
Feb 04, 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 PSOPX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. PSOPX (1.26B). VISVX pays higher dividends than PSOPX: VISVX (1.74) vs PSOPX (0.81). PSOPX was incepted earlier than VISVX: PSOPX (31 years) vs VISVX (28 years). PSOPX (1.01) is less costly to investors than VISVX (0.19). PSOPX is a more actively managed with annual turnover of: 72.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than PSOPX: VISVX (3000) vs PSOPX (1000000). VISVX (12.01) and PSOPX (11.82) have marching annual gain over last year. VISVX return over 5 years is better than : 51.01 vs. PSOPX (7.22).
| PSOPX | VISVX | PSOPX / VISVX | |
| Total Expense Ratio | 0.94 | 0.19 | 495% |
| Annual Report Gross Expense Ratio | 1.01 | 0.19 | 532% |
| Fund Existence | 31 years | 28 years | - |
| Gain YTD | 8.850 | 6.555 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 59.8B | 2% |
| Annual Yield % from dividends | 0.81 | 1.74 | 46% |
| Returns for 1 year | 11.82 | 12.01 | 98% |
| Returns for 3 years | 17.28 | 29.81 | 58% |
| Returns for 5 years | 7.22 | 51.01 | 14% |
| Returns for 10 years | 49.01 | 161.74 | 30% |
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