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PSOPX vs VSIIX
PSOPX vs VSIIX Comparison
Open Charts PSOPX vs VSIIX
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$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
PSOPX vs VSIIX Comparison Chart in %
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PSOPX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. PSOPX (1.23B). VSIIX pays higher dividends than PSOPX: VSIIX (2.12) vs PSOPX (0.96). PSOPX was incepted earlier than VSIIX: PSOPX (30 years) vs VSIIX (26 years). PSOPX (1.01) is less costly to investors than VSIIX (0.06). PSOPX is a more actively managed with annual turnover of: 61.00 vs. VSIIX (16.00). PSOPX has a lower initial minimum investment than VSIIX: PSOPX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. PSOPX (3.23). VSIIX return over 5 years is better than : 94.15 vs. PSOPX (47.64).
| PSOPX | VSIIX | PSOPX / VSIIX | |
| Total Expense Ratio | 0.94 | 0.06 | 1,567% |
| Annual Report Gross Expense Ratio | 1.01 | 0.06 | 1,683% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | 0.877 | 2.040 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 54B | 2% |
| Annual Yield % from dividends | 0.96 | 2.12 | 45% |
| Returns for 1 year | 3.23 | 11.69 | 28% |
| Returns for 3 years | 11.87 | 34.90 | 34% |
| Returns for 5 years | 47.64 | 94.15 | 51% |
| Returns for 10 years | 6.62 | 96.60 | 7% |
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