Interact to see
Advertisement
Advertisement
JBSOX vs VSGIX
JBSOX vs VSGIX Comparison
Open Charts JBSOX vs VSGIX
JHancock New Opportunities C
Price$23.01
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets269.59M
Vanguard Small Cap Growth Index I
Price$79.26
Change-$0.27 (-0.34%)
VolumeN/A
Net Assets36.92B
JBSOX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBSOX vs. VSGIX 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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. JBSOX (270M). VSGIX pays higher dividends than JBSOX: VSGIX (0.54) vs JBSOX (0.00). JBSOX was incepted earlier than VSGIX: JBSOX (10 years) vs VSGIX (25 years). JBSOX (1.97) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 21.00 vs. JBSOX (15.00). 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 : 17.71 vs. JBSOX (-0.27). VSGIX return over 5 years is better than : 31.23 vs. JBSOX (-5.26).
| JBSOX | VSGIX | JBSOX / VSGIX | |
| Total Expense Ratio | 1.96 | 0.06 | 3,267% |
| Annual Report Gross Expense Ratio | 1.97 | 0.06 | 3,283% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -4.131 | 0.950 | -435% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 36.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -0.27 | 17.71 | -2% |
| Returns for 3 years | -8.87 | 24.94 | -36% |
| Returns for 5 years | -5.26 | 31.23 | -17% |
| Returns for 10 years | -14.35 | 120.26 | -12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement