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JBSOX vs VSGAX
JBSOX vs VSGAX Comparison
Open Charts JBSOX vs VSGAX
JHancock New Opportunities C
Price$23.01
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets269.59M
Vanguard Small Cap Growth Index Admiral
Price$98.97
Change-$0.34 (-0.34%)
VolumeN/A
Net Assets36.92B
JBSOX vs VSGAX Comparison Chart in %
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JBSOX vs. VSGAX commentary
Aug 06, 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 StrongBuy and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.9B vs. JBSOX (270M). VSGAX pays higher dividends than JBSOX: VSGAX (0.53) vs JBSOX (0.00). JBSOX was incepted earlier than VSGAX: JBSOX (10 years) vs VSGAX (14 years). JBSOX (1.97) is less costly to investors than VSGAX (0.07). VSGAX is a more actively managed with annual turnover of: 21.00 vs. JBSOX (15.00). JBSOX has a lower initial minimum investment than VSGAX: JBSOX (1000) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 12.55 vs. JBSOX (-0.27). VSGAX return over 5 years is better than : 28.50 vs. JBSOX (-5.26).
| JBSOX | VSGAX | JBSOX / VSGAX | |
| Total Expense Ratio | 1.96 | 0.07 | 2,800% |
| Annual Report Gross Expense Ratio | 1.97 | 0.07 | 2,814% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -4.131 | -0.763 | 541% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 36.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | -0.27 | 12.55 | -2% |
| Returns for 3 years | -8.87 | 22.81 | -39% |
| Returns for 5 years | -5.26 | 28.50 | -18% |
| Returns for 10 years | -14.35 | 116.48 | -12% |
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