Interact to see
Advertisement
Advertisement
PSOPX vs VSIAX
PSOPX vs VSIAX Comparison
Open Charts PSOPX vs VSIAX
JPMorgan Small Cap Value I
Price$27.61
Change+$0.20 (+0.73%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
PSOPX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PSOPX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. PSOPX (1.23B). VSIAX pays higher dividends than PSOPX: VSIAX (2.11) vs PSOPX (0.96). PSOPX was incepted earlier than VSIAX: PSOPX (30 years) vs VSIAX (14 years). PSOPX (1.01) is less costly to investors than VSIAX (0.07). PSOPX is a more actively managed with annual turnover of: 61.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than PSOPX: VSIAX (3000) vs PSOPX (1000000). VSIAX annual gain was more profitable for investors over the last year : 11.67 vs. PSOPX (3.23). VSIAX return over 5 years is better than : 94.16 vs. PSOPX (47.64).
| PSOPX | VSIAX | PSOPX / VSIAX | |
| Total Expense Ratio | 0.94 | 0.07 | 1,343% |
| Annual Report Gross Expense Ratio | 1.01 | 0.07 | 1,443% |
| Fund Existence | 30 years | 14 years | - |
| Gain YTD | 0.877 | 2.044 | 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 | 2.11 | 46% |
| Returns for 1 year | 3.23 | 11.67 | 28% |
| Returns for 3 years | 11.87 | 34.88 | 34% |
| Returns for 5 years | 47.64 | 94.16 | 51% |
| Returns for 10 years | 6.62 | 96.53 | 7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement