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JISOX vs VSGAX
JISOX vs VSGAX Comparison
Open Charts JISOX vs VSGAX
JHancock New Opportunities 1
Price$23.28
Change-$1.72 (-6.88%)
VolumeN/A
Net Assets270.72M
Vanguard Small Cap Growth Index Admiral
Price$84.40
Change-$6.02 (-6.66%)
VolumeN/A
Net Assets36.81B
JISOX vs VSGAX Comparison Chart
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JISOX vs. VSGAX commentary
Apr 04, 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 Hold and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.8B vs. JISOX (271M). VSGAX pays higher dividends than JISOX: VSGAX (0.60) vs JISOX (0.00). JISOX was incepted earlier than VSGAX: JISOX (19 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: 19.00 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 : 1.06 vs. JISOX (-3.74). VSGAX return over 5 years is better than : 85.30 vs. JISOX (53.37).
| 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 | 19 years | 14 years | - |
| Gain YTD | -6.472 | -8.101 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 36.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.60 | - |
| Returns for 1 year | -3.74 | 1.06 | -352% |
| Returns for 3 years | -13.19 | 2.22 | -594% |
| Returns for 5 years | 53.37 | 85.30 | 63% |
| Returns for 10 years | -7.84 | 96.07 | -8% |
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