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JOPPX vs NAESX
JOPPX vs NAESX Comparison
Open Charts JOPPX vs NAESX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
JOPPX vs NAESX Comparison Chart in %
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JOPPX vs. NAESX commentary
Feb 04, 2026
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 NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JOPPX (181M). NAESX pays higher dividends than JOPPX: NAESX (1.16) vs JOPPX (0.54). JOPPX was incepted earlier than NAESX: JOPPX (32 years) vs NAESX (65 years). JOPPX (0.90) is less costly to investors than NAESX (0.17). JOPPX is a more actively managed with annual turnover of: 20.74 vs. NAESX (13.00). NAESX has a lower initial minimum investment than JOPPX: NAESX (3000) vs JOPPX (1000000). NAESX annual gain was more profitable for investors over the last year : 10.68 vs. JOPPX (2.41). NAESX return over 5 years is better than : 31.77 vs. JOPPX (17.85).
| JOPPX | NAESX | JOPPX / NAESX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 0.90 | 0.17 | 529% |
| Fund Existence | 32 years | 65 years | - |
| Gain YTD | 4.967 | 5.519 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 162B | 0% |
| Annual Yield % from dividends | 0.54 | 1.16 | 46% |
| Returns for 1 year | 2.41 | 10.68 | 23% |
| Returns for 3 years | 14.00 | 33.00 | 42% |
| Returns for 5 years | 17.85 | 31.77 | 56% |
| Returns for 10 years | 79.36 | 185.98 | 43% |
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