JOPPX
Price
$53.56
Change
-$0.10 (-0.19%)
Updated
Oct 6 closing price
Net Assets
183.89M
VSMAX
Price
$123.74
Change
+$0.21 (+0.17%)
Updated
Oct 6 closing price
Net Assets
162.36B
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JOPPX vs VSMAX

Header iconJOPPX vs VSMAX Comparison
Open Charts JOPPX vs VSMAXBanner chart's image
Johnson Opportunity
Price$53.56
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets183.89M
Vanguard Small Cap Index Admiral Shares
Price$123.74
Change+$0.21 (+0.17%)
VolumeN/A
Net Assets162.36B
JOPPX vs VSMAX Comparison Chart in %
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VS
JOPPX vs. VSMAX commentary
Oct 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 Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JOPPX (184M). VSMAX pays higher dividends than JOPPX: VSMAX (1.34) vs JOPPX (0.59). 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 : 9.34 vs. JOPPX (-3.78). VSMAX return over 5 years is better than : 60.78 vs. JOPPX (38.97).
JOPPXVSMAXJOPPX / VSMAX
Total Expense Ratio0.900.051,800%
Annual Report Gross Expense Ratio0.900.051,800%
Fund Existence31 years25 years-
Gain YTD3.4517.52346%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets184M162B0%
Annual Yield % from dividends0.591.3444%
Returns for 1 year-3.789.34-40%
Returns for 3 years27.2648.4256%
Returns for 5 years38.9760.7864%
Returns for 10 years44.32134.0433%
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