Ad is loading...
JBSOX vs VEXRX
JBSOX vs VEXRX Comparison
Open Charts JBSOX vs VEXRX
JHancock New Opportunities C
Price$20.39
Change-$1.51 (-6.89%)
VolumeN/A
Net Assets270.72M
JBSOX vs VEXRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JBSOX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. JBSOX (271M). 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 (0.34). 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 : -5.07 vs. VEXRX (-8.14). VEXRX return over 5 years is better than : 51.26 vs. JBSOX (41.56).
| JBSOX | VEXRX | JBSOX / VEXRX | |
| Total Expense Ratio | 1.96 | 0.34 | 576% |
| Annual Report Gross Expense Ratio | 1.97 | 0.34 | 579% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -6.729 | -7.057 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 21.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -5.07 | -8.14 | 62% |
| Returns for 3 years | -17.45 | -8.48 | 206% |
| Returns for 5 years | 41.56 | 51.26 | 81% |
| Returns for 10 years | N/A | 8.13 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...