JOPPX
Price
$55.15
Change
+$0.12 (+0.22%)
Updated
Dec 26 closing price
Net Assets
180.78M
VSMAX
Price
$125.96
Change
-$0.24 (-0.19%)
Updated
Dec 26 closing price
Net Assets
163.34B
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JOPPX vs VSMAX

Header iconJOPPX vs VSMAX Comparison
Open Charts JOPPX vs VSMAXBanner chart's image
Johnson Opportunity
Price$55.15
Change+$0.12 (+0.22%)
VolumeN/A
Net Assets180.78M
Vanguard Small Cap Index Admiral Shares
Price$125.96
Change-$0.24 (-0.19%)
VolumeN/A
Net Assets163.34B
JOPPX vs VSMAX Comparison Chart in %
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VS
JOPPX vs. VSMAX commentary
Dec 27, 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 Hold and VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 163B vs. JOPPX (181M). VSMAX pays higher dividends than JOPPX: VSMAX (1.32) vs JOPPX (0.59). 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 : 7.57 vs. JOPPX (-0.23). VSMAX return over 5 years is better than : 36.24 vs. JOPPX (24.69).
JOPPXVSMAXJOPPX / VSMAX
Total Expense Ratio0.900.051,800%
Annual Report Gross Expense Ratio0.900.051,800%
Fund Existence32 years25 years-
Gain YTD6.3249.63866%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets181M163B0%
Annual Yield % from dividends0.591.3244%
Returns for 1 year-0.237.57-3%
Returns for 3 years21.5445.1448%
Returns for 5 years24.6936.2468%
Returns for 10 years49.69142.1535%
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