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JBSOX vs VEXRX
JBSOX vs VEXRX Comparison
Open Charts JBSOX vs VEXRX
JHancock New Opportunities C
Price$20.72
Change-$0.05 (-0.24%)
VolumeN/A
Net Assets255.53M
JBSOX vs VEXRX Comparison Chart
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JBSOX vs. VEXRX commentary
May 01, 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 Buy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. JBSOX (256M). VEXRX pays higher dividends than JBSOX: VEXRX (0.56) vs JBSOX (0.00). JBSOX was incepted earlier than VEXRX: JBSOX (10 years) vs VEXRX (23 years). JBSOX (1.97) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. JBSOX (15.00). JBSOX has a lower initial minimum investment than VEXRX: JBSOX (1000) vs VEXRX (50000). JBSOX annual gain was more profitable for investors over the last year : -4.77 vs. VEXRX (-7.52). VEXRX return over 5 years is better than : 19.70 vs. JBSOX (9.43).
| JBSOX | VEXRX | JBSOX / VEXRX | |
| Total Expense Ratio | 1.96 | 0.33 | 594% |
| Annual Report Gross Expense Ratio | 1.97 | 0.33 | 597% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -11.542 | -10.454 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256M | 19.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -4.77 | -7.52 | 63% |
| Returns for 3 years | -11.50 | -1.59 | 725% |
| Returns for 5 years | 9.43 | 19.70 | 48% |
| Returns for 10 years | N/A | 5.67 | - |
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