JOPPX
Price
$53.36
Change
+$0.51 (+0.96%)
Updated
Jul 25 closing price
Net Assets
184.58M
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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JOPPX vs VSMAX

Header iconJOPPX vs VSMAX Comparison
Open Charts JOPPX vs VSMAXBanner chart's image
Johnson Opportunity
Price$53.36
Change+$0.51 (+0.96%)
VolumeN/A
Net Assets184.58M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JOPPX vs VSMAX Comparison Chart in %
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VS
JOPPX vs. VSMAX 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 VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. JOPPX (185M). VSMAX pays higher dividends than JOPPX: VSMAX (1.40) vs JOPPX (0.61). JOPPX was incepted earlier than VSMAX: JOPPX (31 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 : 8.49 vs. JOPPX (-0.70). VSMAX return over 5 years is better than : 66.87 vs. JOPPX (45.35).
JOPPXVSMAXJOPPX / VSMAX
Total Expense Ratio0.900.051,800%
Annual Report Gross Expense Ratio0.900.051,800%
Fund Existence31 years25 years-
Gain YTD2.8732.804102%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets185M153B0%
Annual Yield % from dividends0.611.4044%
Returns for 1 year-0.708.49-8%
Returns for 3 years20.0934.2759%
Returns for 5 years45.3566.8768%
Returns for 10 years40.66115.2135%
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