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JOPPX vs VSMAX
JOPPX vs VSMAX Comparison
Open Charts JOPPX vs VSMAX
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
JOPPX vs VSMAX Comparison Chart
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VS
JOPPX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. JOPPX (176M). VSMAX pays higher dividends than JOPPX: VSMAX (1.42) vs JOPPX (0.55). JOPPX was incepted earlier than VSMAX: JOPPX (31 years) vs VSMAX (24 years). JOPPX is a more actively managed with annual turnover of: 22.66 vs. VSMAX (12.00). 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 : 19.58 vs. JOPPX (12.34). VSMAX return over 5 years is better than : 53.97 vs. JOPPX (32.60).
| JOPPX | VSMAX | JOPPX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 13.891 | 18.049 | 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 | 1.42 | 39% |
| Returns for 1 year | 12.34 | 19.58 | 63% |
| Returns for 3 years | 0.78 | 15.80 | 5% |
| Returns for 5 years | 32.60 | 53.97 | 60% |
| Returns for 10 years | 36.64 | 125.00 | 29% |
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