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JBSOX vs VSGIX
JBSOX vs VSGIX Comparison
Open Charts JBSOX vs VSGIX
JHancock New Opportunities C
Price$23.70
Change-$0.67 (-2.75%)
VolumeN/A
Net Assets296.15M
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
JBSOX vs VSGIX Comparison Chart
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JBSOX vs. VSGIX commentary
Feb 23, 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. JBSOX (296M). 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 : 12.96 vs. JBSOX (4.27). VSGIX return over 5 years is better than : 35.64 vs. JBSOX (4.27).
| 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 | 0.937 | -0.330 | -284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 39.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 4.27 | 12.96 | 33% |
| Returns for 3 years | -6.80 | 19.39 | -35% |
| Returns for 5 years | 4.27 | 35.64 | 12% |
| Returns for 10 years | N/A | 116.38 | - |
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