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JOPPX vs VSMAX
JOPPX vs VSMAX Comparison
Open Charts JOPPX vs VSMAX
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
JOPPX vs VSMAX Comparison Chart
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JOPPX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. JOPPX (173M). VSMAX pays higher dividends than JOPPX: VSMAX (1.48) vs JOPPX (0.63). JOPPX was incepted earlier than VSMAX: JOPPX (31 years) vs VSMAX (25 years). JOPPX (0.90) is less costly to investors than VSMAX (0.05). JOPPX is a more actively managed with annual turnover of: 20.74 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than JOPPX: VSMAX (3000) vs JOPPX (1000000). VSMAX annual gain was more profitable for investors over the last year : 5.16 vs. JOPPX (-1.54). VSMAX return over 5 years is better than : 52.39 vs. JOPPX (32.79).
| JOPPX | VSMAX | JOPPX / VSMAX | |
| Total Expense Ratio | 0.90 | 0.05 | 1,800% |
| Annual Report Gross Expense Ratio | 0.90 | 0.05 | 1,800% |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | -2.487 | -4.060 | 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 | 1.48 | 42% |
| Returns for 1 year | -1.54 | 5.16 | -30% |
| Returns for 3 years | 9.55 | 16.71 | 57% |
| Returns for 5 years | 32.79 | 52.39 | 63% |
| Returns for 10 years | 32.67 | 96.62 | 34% |
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