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JOPPX vs VSMAX
JOPPX vs VSMAX Comparison
Open Charts JOPPX vs VSMAX
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
JOPPX vs VSMAX Comparison Chart in %
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JOPPX vs. VSMAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. JOPPX (181M). VSMAX pays higher dividends than JOPPX: VSMAX (1.34) vs JOPPX (0.59). 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 : 4.95 vs. JOPPX (-7.47). VSMAX return over 5 years is better than : 55.46 vs. JOPPX (34.95).
| JOPPX | VSMAX | JOPPX / VSMAX | |
| Total Expense Ratio | 0.90 | 0.05 | 1,800% |
| Annual Report Gross Expense Ratio | 0.90 | 0.05 | 1,800% |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | 1.851 | 5.599 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 162B | 0% |
| Annual Yield % from dividends | 0.59 | 1.34 | 44% |
| Returns for 1 year | -7.47 | 4.95 | -151% |
| Returns for 3 years | 22.00 | 42.02 | 52% |
| Returns for 5 years | 34.95 | 55.46 | 63% |
| Returns for 10 years | 43.13 | 130.86 | 33% |
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