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JOPPX vs VSCIX
JOPPX vs VSCIX Comparison
Open Charts JOPPX vs VSCIX
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
JOPPX vs VSCIX Comparison Chart
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JOPPX vs. VSCIX 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. JOPPX (176M). VSCIX pays higher dividends than JOPPX: VSCIX (1.43) vs JOPPX (0.55). JOPPX was incepted earlier than VSCIX: JOPPX (31 years) vs VSCIX (27 years). JOPPX is a more actively managed with annual turnover of: 22.66 vs. VSCIX (12.00). JOPPX has a lower initial minimum investment than VSCIX: JOPPX (1000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 19.59 vs. JOPPX (12.34). VSCIX return over 5 years is better than : 53.99 vs. JOPPX (32.60).
| JOPPX | VSCIX | JOPPX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | 13.891 | 18.051 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 167B | 0% |
| Annual Yield % from dividends | 0.55 | 1.43 | 39% |
| Returns for 1 year | 12.34 | 19.59 | 63% |
| Returns for 3 years | 0.78 | 15.81 | 5% |
| Returns for 5 years | 32.60 | 53.99 | 60% |
| Returns for 10 years | 36.64 | 125.06 | 29% |
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