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JOPPX vs NAESX
JOPPX vs NAESX Comparison
Open Charts JOPPX vs NAESX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
JOPPX vs NAESX Comparison Chart
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JOPPX vs. NAESX commentary
Dec 19, 2024
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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. JOPPX (176M). NAESX pays higher dividends than JOPPX: NAESX (1.31) vs JOPPX (0.55). JOPPX was incepted earlier than NAESX: JOPPX (31 years) vs NAESX (64 years). 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 : 19.54 vs. JOPPX (12.34). NAESX return over 5 years is better than : 53.79 vs. JOPPX (32.60).
| JOPPX | NAESX | JOPPX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 64 years | - |
| Gain YTD | 13.891 | 17.994 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 167B | 0% |
| Annual Yield % from dividends | 0.55 | 1.31 | 42% |
| Returns for 1 year | 12.34 | 19.54 | 63% |
| Returns for 3 years | 0.78 | 15.71 | 5% |
| Returns for 5 years | 32.60 | 53.79 | 61% |
| Returns for 10 years | 36.64 | 124.30 | 29% |
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