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JOPPX vs NAESX
JOPPX vs NAESX Comparison
Open Charts JOPPX vs NAESX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
JOPPX vs NAESX Comparison Chart
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JOPPX vs. NAESX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JOPPX (173M). NAESX pays higher dividends than JOPPX: NAESX (1.35) vs JOPPX (0.63). 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 : 5.13 vs. JOPPX (-1.54). NAESX return over 5 years is better than : 52.20 vs. JOPPX (32.79).
| 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 | -2.487 | -4.086 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 148B | 0% |
| Annual Yield % from dividends | 0.63 | 1.35 | 46% |
| Returns for 1 year | -1.54 | 5.13 | -30% |
| Returns for 3 years | 9.55 | 16.63 | 57% |
| Returns for 5 years | 32.79 | 52.20 | 63% |
| Returns for 10 years | 32.67 | 96.08 | 34% |