Ad is loading...
JBSOX vs VISGX
JBSOX vs VISGX Comparison
Open Charts JBSOX vs VISGX
JHancock New Opportunities C
Price$20.77
Change+$0.53 (+2.62%)
VolumeN/A
Net Assets249.13M
Vanguard Small Cap Growth Index I
Price$69.30
Change+$1.65 (+2.44%)
VolumeN/A
Net Assets33.7B
JBSOX vs VISGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JBSOX vs. VISGX commentary
Apr 25, 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 VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33.7B vs. JBSOX (249M). VISGX pays higher dividends than JBSOX: VISGX (0.46) vs JBSOX (0.00). JBSOX was incepted earlier than VISGX: JBSOX (10 years) vs VISGX (27 years). JBSOX (1.97) is less costly to investors than VISGX (0.19). VISGX is a more actively managed with annual turnover of: 19.00 vs. JBSOX (15.00). JBSOX has a lower initial minimum investment than VISGX: JBSOX (1000) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : -1.35 vs. JBSOX (-7.75). VISGX return over 5 years is better than : 44.81 vs. JBSOX (9.76).
| JBSOX | VISGX | JBSOX / VISGX | |
| Total Expense Ratio | 1.96 | 0.19 | 1,032% |
| Annual Report Gross Expense Ratio | 1.97 | 0.19 | 1,037% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -13.799 | -14.036 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 33.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -7.75 | -1.35 | 573% |
| Returns for 3 years | -18.42 | 3.98 | -463% |
| Returns for 5 years | 9.76 | 44.81 | 22% |
| Returns for 10 years | N/A | 83.16 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BTZ | 10.45 | 0.12 | +1.16% |
| BlackRock Credit Allocation Income Trust | |||
| QDIV | 32.83 | 0.30 | +0.94% |
| Global X S&P 500® Quality Dividend ETF | |||
| SHV | 110.38 | 0.01 | +0.01% |
| iShares Short Treasury Bond ETF | |||
| MIN | 2.65 | N/A | N/A |
| MFS Intermediate Income Trust | |||
| HAPS | 23.33 | N/A | N/A |
| Harbor Human Capital Factor US Sm CapETF | |||