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JBSOX vs VSGAX
JBSOX vs VSGAX Comparison
Open Charts JBSOX vs VSGAX
JHancock New Opportunities C
Price$25.07
Change-$0.27 (-1.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$103.50
Change-$1.06 (-1.01%)
VolumeN/A
CapitalizationN/A
JBSOX vs VSGAX Comparison Chart
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JBSOX vs. VSGAX commentary
Dec 18, 2024
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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. JBSOX (321M). VSGAX pays higher dividends than JBSOX: VSGAX (0.66) vs JBSOX (0.00). JBSOX was incepted earlier than VSGAX: JBSOX (10 years) vs VSGAX (13 years). JBSOX is a more actively managed with annual turnover of: 24.00 vs. VSGAX (19.00). 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 : 24.05 vs. JBSOX (8.39). VSGAX return over 5 years is better than : 49.70 vs. JBSOX (11.08).
| JBSOX | VSGAX | JBSOX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 12.220 | 22.062 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 40.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 8.39 | 24.05 | 35% |
| Returns for 3 years | -10.24 | 8.33 | -123% |
| Returns for 5 years | 11.08 | 49.70 | 22% |
| Returns for 10 years | N/A | 140.15 | - |
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