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JISOX vs VSGAX
JISOX vs VSGAX Comparison
Open Charts JISOX vs VSGAX
JHancock New Opportunities 1
Price$27.75
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets307.7M
Vanguard Small Cap Growth Index Admiral
Price$101.96
Change+$0.36 (+0.35%)
VolumeN/A
Net Assets38.1B
JISOX vs VSGAX Comparison Chart
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JISOX vs. VSGAX commentary
Jan 19, 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 StrongBuy and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. JISOX (308M). VSGAX pays higher dividends than JISOX: VSGAX (0.66) vs JISOX (0.00). JISOX was incepted earlier than VSGAX: JISOX (19 years) vs VSGAX (13 years). JISOX is a more actively managed with annual turnover of: 24.00 vs. VSGAX (19.00). 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 : 25.00 vs. JISOX (14.39). VSGAX return over 5 years is better than : 41.96 vs. JISOX (12.67).
| JISOX | VSGAX | JISOX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 3.816 | 3.586 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 38.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 14.39 | 25.00 | 58% |
| Returns for 3 years | -2.94 | 16.69 | -18% |
| Returns for 5 years | 12.67 | 41.96 | 30% |
| Returns for 10 years | 11.52 | 139.82 | 8% |