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JBSOX vs VEXPX
JBSOX vs VEXPX Comparison
Open Charts JBSOX vs VEXPX
JHancock New Opportunities C
Price$20.39
Change-$1.51 (-6.89%)
VolumeN/A
Net Assets270.72M
JBSOX vs VEXPX Comparison Chart
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JBSOX vs. VEXPX commentary
Apr 04, 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 JBSOX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 21.4B vs. JBSOX (271M). VEXPX pays higher dividends than JBSOX: VEXPX (0.44) vs JBSOX (0.00). JBSOX was incepted earlier than VEXPX: JBSOX (10 years) vs VEXPX (57 years). JBSOX (1.97) is less costly to investors than VEXPX (0.45). VEXPX is a more actively managed with annual turnover of: 35.00 vs. JBSOX (15.00). JBSOX has a lower initial minimum investment than VEXPX: JBSOX (1000) vs VEXPX (3000). JBSOX annual gain was more profitable for investors over the last year : -5.07 vs. VEXPX (-8.23). VEXPX return over 5 years is better than : 51.18 vs. JBSOX (41.56).
| JBSOX | VEXPX | JBSOX / VEXPX | |
| Total Expense Ratio | 1.96 | 0.45 | 436% |
| Annual Report Gross Expense Ratio | 1.97 | 0.45 | 438% |
| Fund Existence | 10 years | 57 years | - |
| Gain YTD | -6.729 | -7.081 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 21.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -5.07 | -8.23 | 62% |
| Returns for 3 years | -17.45 | -8.56 | 204% |
| Returns for 5 years | 41.56 | 51.18 | 81% |
| Returns for 10 years | N/A | 8.03 | - |
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