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PSOPX vs VISVX
PSOPX vs VISVX Comparison
Open Charts PSOPX vs VISVX
JPMorgan Small Cap Value I
Price$27.61
Change+$0.20 (+0.73%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
PSOPX vs VISVX Comparison Chart in %
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PSOPX vs. VISVX commentary
Jul 06, 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 PSOPX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. PSOPX (1.23B). VISVX pays higher dividends than PSOPX: VISVX (1.99) vs PSOPX (0.96). PSOPX was incepted earlier than VISVX: PSOPX (30 years) vs VISVX (27 years). PSOPX (1.01) is less costly to investors than VISVX (0.19). PSOPX is a more actively managed with annual turnover of: 61.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than PSOPX: VISVX (3000) vs PSOPX (1000000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. PSOPX (3.23). VISVX return over 5 years is better than : 94.00 vs. PSOPX (47.64).
| PSOPX | VISVX | PSOPX / VISVX | |
| Total Expense Ratio | 0.94 | 0.19 | 495% |
| Annual Report Gross Expense Ratio | 1.01 | 0.19 | 532% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | 0.877 | 2.024 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 54B | 2% |
| Annual Yield % from dividends | 0.96 | 1.99 | 49% |
| Returns for 1 year | 3.23 | 11.64 | 28% |
| Returns for 3 years | 11.87 | 34.76 | 34% |
| Returns for 5 years | 47.64 | 94.00 | 51% |
| Returns for 10 years | 6.62 | 96.11 | 7% |
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