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JBSOX vs VSGIX
JBSOX vs VSGIX Comparison
Open Charts JBSOX vs VSGIX
JHancock New Opportunities C
Price$25.07
Change-$0.27 (-1.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$82.89
Change-$0.85 (-1.02%)
VolumeN/A
CapitalizationN/A
JBSOX vs VSGIX Comparison Chart
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JBSOX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 40.7B vs. JBSOX (321M). VSGIX pays higher dividends than JBSOX: VSGIX (0.67) vs JBSOX (0.00). JBSOX was incepted earlier than VSGIX: JBSOX (10 years) vs VSGIX (25 years). JBSOX is a more actively managed with annual turnover of: 24.00 vs. VSGIX (19.00). JBSOX has a lower initial minimum investment than VSGIX: JBSOX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 24.05 vs. JBSOX (8.39). VSGIX return over 5 years is better than : 49.74 vs. JBSOX (11.08).
| JBSOX | VSGIX | JBSOX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 12.220 | 22.063 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 40.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 8.39 | 24.05 | 35% |
| Returns for 3 years | -10.24 | 8.34 | -123% |
| Returns for 5 years | 11.08 | 49.74 | 22% |
| Returns for 10 years | N/A | 140.25 | - |
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