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JHSOX vs VSGIX
JHSOX vs VSGIX Comparison
Open Charts JHSOX vs VSGIX
JHancock New Opportunities I
Price$24.76
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets267.19M
Vanguard Small Cap Growth Index I
Price$75.74
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets34.95B
JHSOX vs VSGIX Comparison Chart
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JHSOX vs. VSGIX commentary
Jun 07, 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 Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. JHSOX (267M). VSGIX pays higher dividends than JHSOX: VSGIX (0.58) 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 : 7.83 vs. JHSOX (0.08). VSGIX return over 5 years is better than : 34.29 vs. JHSOX (5.65).
| 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 | -5.585 | -3.715 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 35B | 1% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 0.08 | 7.83 | 1% |
| Returns for 3 years | -2.20 | 24.92 | -9% |
| Returns for 5 years | 5.65 | 34.29 | 16% |
| Returns for 10 years | -8.21 | 105.32 | -8% |
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