Interact to see
Advertisement
Advertisement
JHSOX vs VSGIX
JHSOX vs VSGIX Comparison
Open Charts JHSOX vs VSGIX
JHancock New Opportunities I
Price$25.93
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets269.59M
Vanguard Small Cap Growth Index I
Price$79.13
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets37.46B
JHSOX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHSOX vs. VSGIX commentary
Aug 08, 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 StrongBuy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. JHSOX (270M). VSGIX pays higher dividends than JHSOX: VSGIX (0.54) vs JHSOX (0.00). JHSOX was incepted earlier than VSGIX: JHSOX (10 years) vs VSGIX (25 years). JHSOX (0.97) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 21.00 vs. JHSOX (15.00). JHSOX has a lower initial minimum investment than VSGIX: JHSOX (250000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 15.91 vs. JHSOX (5.94). VSGIX return over 5 years is better than : 31.23 vs. JHSOX (3.23).
| JHSOX | VSGIX | JHSOX / VSGIX | |
| Total Expense Ratio | 0.96 | 0.06 | 1,600% |
| Annual Report Gross Expense Ratio | 0.97 | 0.06 | 1,617% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -1.672 | 0.607 | -275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 37.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 5.94 | 15.91 | 37% |
| Returns for 3 years | -3.29 | 24.51 | -13% |
| Returns for 5 years | 3.23 | 31.23 | 10% |
| Returns for 10 years | -2.37 | 119.52 | -2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers