JOPPX
Price
$54.10
Change
+$1.35 (+2.56%)
Updated
Feb 3 closing price
Net Assets
181.02M
VSMAX
Price
$130.42
Change
+$7.86 (+6.41%)
Updated
Feb 3 closing price
Net Assets
162.31B
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JOPPX vs VSMAX

Header iconJOPPX vs VSMAX Comparison
Open Charts JOPPX vs VSMAXBanner chart's image
Johnson Opportunity
Price$54.10
Change+$1.35 (+2.56%)
VolumeN/A
Net Assets181.02M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
JOPPX vs VSMAX Comparison Chart in %
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VS
JOPPX vs. VSMAX 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 VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JOPPX (181M). VSMAX pays higher dividends than JOPPX: VSMAX (1.27) vs JOPPX (0.54). JOPPX was incepted earlier than VSMAX: JOPPX (32 years) vs VSMAX (25 years). JOPPX (0.90) is less costly to investors than VSMAX (0.05). JOPPX is a more actively managed with annual turnover of: 20.74 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than JOPPX: VSMAX (3000) vs JOPPX (1000000). VSMAX annual gain was more profitable for investors over the last year : 10.71 vs. JOPPX (2.41). VSMAX return over 5 years is better than : 31.93 vs. JOPPX (17.85).
JOPPXVSMAXJOPPX / VSMAX
Total Expense Ratio0.900.051,800%
Annual Report Gross Expense Ratio0.900.051,800%
Fund Existence32 years25 years-
Gain YTD4.9675.53590%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets181M162B0%
Annual Yield % from dividends0.541.2742%
Returns for 1 year2.4110.7122%
Returns for 3 years14.0033.1142%
Returns for 5 years17.8531.9356%
Returns for 10 years79.36186.8742%
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