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JOPPX vs NAESX
JOPPX vs NAESX Comparison
Open Charts JOPPX vs NAESX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
JOPPX vs NAESX Comparison Chart in %
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JOPPX vs. NAESX commentary
Sep 08, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. JOPPX (190M). NAESX pays higher dividends than JOPPX: NAESX (1.20) vs JOPPX (0.58). 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 : 13.62 vs. JOPPX (1.21). NAESX return over 5 years is better than : 66.60 vs. JOPPX (43.48).
| JOPPX | NAESX | JOPPX / NAESX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 0.90 | 0.17 | 529% |
| Fund Existence | 31 years | 65 years | - |
| Gain YTD | 5.090 | 6.494 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 161B | 0% |
| Annual Yield % from dividends | 0.58 | 1.20 | 49% |
| Returns for 1 year | 1.21 | 13.62 | 9% |
| Returns for 3 years | 23.80 | 39.23 | 61% |
| Returns for 5 years | 43.48 | 66.60 | 65% |
| Returns for 10 years | 48.33 | 132.36 | 37% |
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