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JOPPX vs NAESX
JOPPX vs NAESX Comparison
Open Charts JOPPX vs NAESX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JOPPX vs NAESX Comparison Chart in %
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JOPPX vs. NAESX commentary
Jul 29, 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: 153B vs. JOPPX (185M). NAESX pays higher dividends than JOPPX: NAESX (1.28) vs JOPPX (0.61). 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: 20.74 vs. NAESX (13.00). 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 : 8.46 vs. JOPPX (-2.35). NAESX return over 5 years is better than : 66.66 vs. JOPPX (42.71).
| 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 | 2.873 | 2.781 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 153B | 0% |
| Annual Yield % from dividends | 0.61 | 1.28 | 48% |
| Returns for 1 year | -2.35 | 8.46 | -28% |
| Returns for 3 years | 15.11 | 34.15 | 44% |
| Returns for 5 years | 42.71 | 66.66 | 64% |
| Returns for 10 years | 37.99 | 114.71 | 33% |
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