JOPPX
Price
$53.13
Change
+$0.53 (+1.01%)
Updated
Sep 26 closing price
Net Assets
183.46M
VSMAX
Price
$122.14
Change
+$1.18 (+0.98%)
Updated
Sep 26 closing price
Net Assets
161.26B
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JOPPX vs VSMAX

Header iconJOPPX vs VSMAX Comparison
Open Charts JOPPX vs VSMAXBanner chart's image
Johnson Opportunity
Price$53.13
Change+$0.53 (+1.01%)
VolumeN/A
Net Assets183.46M
Vanguard Small Cap Index Admiral Shares
Price$122.14
Change+$1.18 (+0.98%)
VolumeN/A
Net Assets161.26B
JOPPX vs VSMAX Comparison Chart in %
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VS
JOPPX vs. VSMAX commentary
Sep 29, 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 VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. JOPPX (183M). VSMAX pays higher dividends than JOPPX: VSMAX (1.31) vs JOPPX (0.58). 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 : 8.03 vs. JOPPX (-5.18). VSMAX return over 5 years is better than : 71.73 vs. JOPPX (47.77).
JOPPXVSMAXJOPPX / VSMAX
Total Expense Ratio0.900.051,800%
Annual Report Gross Expense Ratio0.900.051,800%
Fund Existence31 years25 years-
Gain YTD2.4296.24039%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets183M161B0%
Annual Yield % from dividends0.581.3145%
Returns for 1 year-5.188.03-65%
Returns for 3 years28.5250.8256%
Returns for 5 years47.7771.7367%
Returns for 10 years51.65148.9435%
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