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JOPSX vs VFWPX
JOPSX vs VFWPX Comparison
Open Charts JOPSX vs VFWPX
JOHCM International Opps Institutional
Price$11.69
Change-$0.28 (-2.34%)
VolumeN/A
CapitalizationN/A
Vanguard FTSE All-Wld ex-US Idx Ins Plus
Price$121.71
Change-$2.57 (-2.07%)
VolumeN/A
CapitalizationN/A
JOPSX vs VFWPX Comparison Chart
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JOPSX vs. VFWPX 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 JOPSX is a Hold and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 58.2B vs. JOPSX (34.3M). VFWPX pays higher dividends than JOPSX: VFWPX (3.36) vs JOPSX (0.57). JOPSX was incepted earlier than VFWPX: JOPSX (8 years) vs VFWPX (14 years). JOPSX is a more actively managed with annual turnover of: 34.88 vs. VFWPX (4.00). JOPSX has a lower initial minimum investment than VFWPX: JOPSX (100000) vs VFWPX (100000000). JOPSX (6.28) and VFWPX (6.00) have marching annual gain over last year. JOPSX return over 5 years is better than : 18.70 vs. VFWPX (12.58).
| JOPSX | VFWPX | JOPSX / VFWPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 3.669 | 4.214 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.3M | 58.2B | 0% |
| Annual Yield % from dividends | 0.57 | 3.36 | 17% |
| Returns for 1 year | 6.28 | 6.00 | 105% |
| Returns for 3 years | 28.10 | -0.35 | -8,132% |
| Returns for 5 years | 18.70 | 12.58 | 149% |
| Returns for 10 years | N/A | 32.39 | - |
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