JOPPX
Price
$53.36
Change
+$0.51 (+0.96%)
Updated
Jul 25 closing price
Net Assets
184.58M
NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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JOPPX vs NAESX

Header iconJOPPX vs NAESX Comparison
Open Charts JOPPX vs NAESXBanner chart's image
Johnson Opportunity
Price$53.36
Change+$0.51 (+0.96%)
VolumeN/A
Net Assets184.58M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JOPPX vs NAESX Comparison Chart in %
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JOPPX vs. NAESX commentary
Jul 28, 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 NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JOPPX (185M). NAESX pays higher dividends than JOPPX: NAESX (1.28) vs JOPPX (0.61). JOPPX was incepted earlier than NAESX: JOPPX (31 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 : 8.46 vs. JOPPX (-0.70). NAESX return over 5 years is better than : 66.66 vs. JOPPX (45.35).
JOPPXNAESXJOPPX / NAESX
Total Expense Ratio0.900.17529%
Annual Report Gross Expense Ratio0.900.17529%
Fund Existence31 years65 years-
Gain YTD2.8732.781103%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets185M153B0%
Annual Yield % from dividends0.611.2848%
Returns for 1 year-0.708.46-8%
Returns for 3 years20.0934.1559%
Returns for 5 years45.3566.6668%
Returns for 10 years40.66114.7135%
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