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JOPPX vs VSMAX
JOPPX vs VSMAX Comparison
Open Charts JOPPX vs VSMAX
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
JOPPX vs VSMAX Comparison Chart
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JOPPX vs. VSMAX commentary
Apr 04, 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: 153B vs. JOPPX (170M). VSMAX pays higher dividends than JOPPX: VSMAX (1.52) vs JOPPX (0.64). JOPPX was incepted earlier than VSMAX: JOPPX (31 years) vs VSMAX (24 years). JOPPX (0.90) is less costly to investors than VSMAX (0.05). 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 : 1.20 vs. JOPPX (-4.89). VSMAX return over 5 years is better than : 115.95 vs. JOPPX (77.89).
| 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 | 24 years | - |
| Gain YTD | -4.068 | -5.824 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 153B | 0% |
| Annual Yield % from dividends | 0.64 | 1.52 | 42% |
| Returns for 1 year | -4.89 | 1.20 | -406% |
| Returns for 3 years | 3.67 | 6.53 | 56% |
| Returns for 5 years | 77.89 | 115.95 | 67% |
| Returns for 10 years | 29.21 | 91.10 | 32% |
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