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JOPPX vs NAESX
JOPPX vs NAESX Comparison
Open Charts JOPPX vs NAESX
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
JOPPX vs NAESX Comparison Chart
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JOPPX vs. NAESX commentary
Apr 25, 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 JOPPX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. JOPPX (161M). NAESX pays higher dividends than JOPPX: NAESX (1.39) vs JOPPX (0.64). JOPPX was incepted earlier than NAESX: JOPPX (31 years) vs NAESX (65 years). JOPPX (0.90) is less costly to investors than NAESX (0.17). JOPPX is a more actively managed with annual turnover of: 22.66 vs. NAESX (12.00). NAESX has a lower initial minimum investment than JOPPX: NAESX (3000) vs JOPPX (1000000). NAESX annual gain was more profitable for investors over the last year : -2.36 vs. JOPPX (-6.45). NAESX return over 5 years is better than : 71.57 vs. JOPPX (50.86).
| JOPPX | NAESX | JOPPX / NAESX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 0.90 | 0.17 | 529% |
| Fund Existence | 31 years | 65 years | - |
| Gain YTD | -8.174 | -12.247 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 143B | 0% |
| Annual Yield % from dividends | 0.64 | 1.39 | 46% |
| Returns for 1 year | -6.45 | -2.36 | 273% |
| Returns for 3 years | 3.05 | 4.67 | 65% |
| Returns for 5 years | 50.86 | 71.57 | 71% |
| Returns for 10 years | 23.47 | 78.60 | 30% |