JOPPX
Price
$53.23
Change
+$0.32 (+0.60%)
Updated
Jul 3 closing price
Net Assets
184.04M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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JOPPX vs NAESX

Header iconJOPPX vs NAESX Comparison
Open Charts JOPPX vs NAESXBanner chart's image
Johnson Opportunity
Price$53.23
Change+$0.32 (+0.60%)
VolumeN/A
Net Assets184.04M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JOPPX vs NAESX Comparison Chart in %
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JOPPX vs. NAESX commentary
Jul 07, 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: 148B vs. JOPPX (184M). 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 : 12.22 vs. JOPPX (5.33). NAESX return over 5 years is better than : 69.32 vs. JOPPX (50.07).
JOPPXNAESXJOPPX / NAESX
Total Expense Ratio0.900.17529%
Annual Report Gross Expense Ratio0.900.17529%
Fund Existence31 years65 years-
Gain YTD2.6221.432183%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets184M148B0%
Annual Yield % from dividends0.611.2848%
Returns for 1 year5.3312.2244%
Returns for 3 years24.0237.8364%
Returns for 5 years50.0769.3272%
Returns for 10 years39.38108.8336%
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