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JOPSX vs VFWPX
JOPSX vs VFWPX Comparison
Open Charts JOPSX vs VFWPX
JOHCM International Opps Institutional
Price$12.73
Change-$0.10 (-0.78%)
VolumeN/A
Net Assets36.86M
Vanguard FTSE All-Wld ex-US Idx Ins Plus
Price$127.78
Change-$0.71 (-0.55%)
VolumeN/A
Net Assets57.94B
JOPSX vs VFWPX Comparison Chart
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JOPSX vs. VFWPX commentary
Feb 23, 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 JOPSX is a StrongBuy and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 57.9B vs. JOPSX (36.9M). 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). VFWPX (8.42) and JOPSX (8.10) have marching annual gain over last year. JOPSX return over 5 years is better than : 26.56 vs. VFWPX (20.93).
| 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 | 9.471 | 7.308 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.9M | 57.9B | 0% |
| Annual Yield % from dividends | 0.57 | 3.36 | 17% |
| Returns for 1 year | 8.10 | 8.42 | 96% |
| Returns for 3 years | 32.25 | 7.29 | 442% |
| Returns for 5 years | 26.56 | 20.93 | 127% |
| Returns for 10 years | N/A | 33.46 | - |
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