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JHSOX vs VEXRX
JHSOX vs VEXRX Comparison
Open Charts JHSOX vs VEXRX
JHancock New Opportunities I
Price$22.92
Change-$1.69 (-6.87%)
VolumeN/A
Net Assets270.72M
JHSOX vs VEXRX Comparison Chart
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JHSOX vs. VEXRX commentary
Apr 05, 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 JHSOX is a Hold and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. JHSOX (271M). VEXRX pays higher dividends than JHSOX: VEXRX (0.56) vs JHSOX (0.00). JHSOX was incepted earlier than VEXRX: JHSOX (10 years) vs VEXRX (23 years). JHSOX (0.97) is less costly to investors than VEXRX (0.34). VEXRX is a more actively managed with annual turnover of: 35.00 vs. JHSOX (15.00). VEXRX has a lower initial minimum investment than JHSOX: VEXRX (50000) vs JHSOX (250000). JHSOX annual gain was more profitable for investors over the last year : -3.83 vs. VEXRX (-8.14). JHSOX (52.29) and VEXRX (51.26) have equivalent 5 years return.
| JHSOX | VEXRX | JHSOX / VEXRX | |
| Total Expense Ratio | 0.96 | 0.34 | 282% |
| Annual Report Gross Expense Ratio | 0.97 | 0.34 | 285% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -6.497 | -7.057 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 50000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 21.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -3.83 | -8.14 | 47% |
| Returns for 3 years | -13.59 | -8.48 | 160% |
| Returns for 5 years | 52.29 | 51.26 | 102% |
| Returns for 10 years | N/A | 8.13 | - |
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