JOPPX
Price
$53.17
Change
-$0.19 (-0.36%)
Updated
Jul 28 closing price
Net Assets
184.58M
NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
Interact to see
Advertisement

JOPPX vs NAESX

Header iconJOPPX vs NAESX Comparison
Open Charts JOPPX vs NAESXBanner chart's image
Johnson Opportunity
Price$53.17
Change-$0.19 (-0.36%)
VolumeN/A
Net Assets184.58M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JOPPX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
JOPPXNAESXJOPPX / NAESX
Total Expense Ratio0.900.17529%
Annual Report Gross Expense Ratio0.900.17529%
Fund Existence31 years65 years-
Gain YTD2.8732.781103%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets185M153B0%
Annual Yield % from dividends0.611.2848%
Returns for 1 year-2.358.46-28%
Returns for 3 years15.1134.1544%
Returns for 5 years42.7166.6664%
Returns for 10 years37.99114.7133%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RLUEX12.650.08
+0.64%
Lazard US Equity Concentrated R6
CBDYX55.85N/A
N/A
Columbia Balanced Inst3
DGAGX40.70N/A
N/A
BNY Mellon Appreciation Investor
BARDX8.37N/A
N/A
iShares Developed Real Estate Idx Inv A
ARBNX14.09-0.01
-0.07%
Arbitrage I