Ad is loading...
JISOX vs VSGAX
JISOX vs VSGAX Comparison
Open Charts JISOX vs VSGAX
JHancock New Opportunities 1
Price$23.72
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets254.84M
Vanguard Small Cap Growth Index Admiral
Price$87.85
Change+$0.55 (+0.63%)
VolumeN/A
Net Assets33.7B
JISOX vs VSGAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JISOX vs. VSGAX commentary
May 02, 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 JISOX is a Buy and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33.7B vs. JISOX (255M). VSGAX pays higher dividends than JISOX: VSGAX (0.60) vs JISOX (0.00). JISOX was incepted earlier than VSGAX: JISOX (20 years) vs VSGAX (14 years). JISOX (0.85) is less costly to investors than VSGAX (0.07). VSGAX is a more actively managed with annual turnover of: 21.00 vs. JISOX (15.00). JISOX has a lower initial minimum investment than VSGAX: JISOX (0) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 3.32 vs. JISOX (-3.42). VSGAX return over 5 years is better than : 48.20 vs. JISOX (18.59).
| JISOX | VSGAX | JISOX / VSGAX | |
| Total Expense Ratio | 0.84 | 0.07 | 1,200% |
| Annual Report Gross Expense Ratio | 0.85 | 0.07 | 1,214% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | -11.223 | -10.957 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255M | 33.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.60 | - |
| Returns for 1 year | -3.42 | 3.32 | -103% |
| Returns for 3 years | -6.90 | 13.54 | -51% |
| Returns for 5 years | 18.59 | 48.20 | 39% |
| Returns for 10 years | -11.20 | 93.87 | -12% |
View a ticker or compare two or three
VS
VS
Ad is loading...