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JOPPX vs VSMAX
JOPPX vs VSMAX Comparison
Open Charts JOPPX vs VSMAX
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
JOPPX vs VSMAX Comparison Chart
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JOPPX vs. VSMAX commentary
Jan 19, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B 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 : 21.26 vs. JOPPX (10.78). VSMAX return over 5 years is better than : 48.99 vs. JOPPX (28.71).
| 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 | 3.181 | 3.369 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 155B | 0% |
| Annual Yield % from dividends | 0.55 | 1.42 | 39% |
| Returns for 1 year | 10.78 | 21.26 | 51% |
| Returns for 3 years | 8.27 | 17.25 | 48% |
| Returns for 5 years | 28.71 | 48.99 | 59% |
| Returns for 10 years | 49.11 | 127.10 | 39% |
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