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JHSOX vs VSGIX
JHSOX vs VSGIX Comparison
Open Charts JHSOX vs VSGIX
JHancock New Opportunities I
Price$26.61
Change-$0.75 (-2.74%)
VolumeN/A
Net Assets296.15M
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
JHSOX vs VSGIX Comparison Chart
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JHSOX 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 JHSOX is a Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. JHSOX (296M). VSGIX pays higher dividends than JHSOX: VSGIX (0.67) vs JHSOX (0.00). JHSOX was incepted earlier than VSGIX: JHSOX (10 years) vs VSGIX (25 years). JHSOX is a more actively managed with annual turnover of: 24.00 vs. VSGIX (19.00). 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 : 12.96 vs. JHSOX (5.64). VSGIX return over 5 years is better than : 35.64 vs. JHSOX (12.23).
| JHSOX | VSGIX | JHSOX / 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 | 1.102 | -0.330 | -334% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| 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 | 5.64 | 12.96 | 44% |
| Returns for 3 years | -2.38 | 19.39 | -12% |
| Returns for 5 years | 12.23 | 35.64 | 34% |
| Returns for 10 years | N/A | 116.38 | - |
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