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JBSOX vs VSGIX
JBSOX vs VSGIX Comparison
Open Charts JBSOX vs VSGIX
JHancock New Opportunities C
Price$20.77
Change+$0.53 (+2.62%)
VolumeN/A
Net Assets249.13M
Vanguard Small Cap Growth Index I
Price$69.39
Change+$1.64 (+2.42%)
VolumeN/A
Net Assets33.7B
JBSOX vs VSGIX Comparison Chart
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JBSOX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. JBSOX (249M). VSGIX pays higher dividends than JBSOX: VSGIX (0.61) 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: 19.00 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 : -1.29 vs. JBSOX (-7.75). VSGIX return over 5 years is better than : 45.11 vs. JBSOX (9.76).
| 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 | -13.799 | -14.020 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 33.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -7.75 | -1.29 | 602% |
| Returns for 3 years | -18.42 | 4.10 | -449% |
| Returns for 5 years | 9.76 | 45.11 | 22% |
| Returns for 10 years | N/A | 83.98 | - |
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