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JISOX vs VSGIX
JISOX vs VSGIX Comparison
Open Charts JISOX vs VSGIX
JHancock New Opportunities 1
Price$23.28
Change-$1.72 (-6.88%)
VolumeN/A
Net Assets270.72M
Vanguard Small Cap Growth Index I
Price$67.59
Change-$4.82 (-6.66%)
VolumeN/A
Net Assets36.81B
JISOX vs VSGIX Comparison Chart
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JISOX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.8B vs. JISOX (271M). VSGIX pays higher dividends than JISOX: VSGIX (0.61) vs JISOX (0.00). JISOX was incepted earlier than VSGIX: JISOX (19 years) vs VSGIX (25 years). JISOX (0.85) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 19.00 vs. JISOX (15.00). JISOX has a lower initial minimum investment than VSGIX: JISOX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 1.07 vs. JISOX (-3.74). VSGIX return over 5 years is better than : 85.29 vs. JISOX (53.37).
| JISOX | VSGIX | JISOX / VSGIX | |
| Total Expense Ratio | 0.84 | 0.06 | 1,400% |
| Annual Report Gross Expense Ratio | 0.85 | 0.06 | 1,417% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -6.472 | -8.106 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 36.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -3.74 | 1.07 | -350% |
| Returns for 3 years | -13.19 | 2.23 | -593% |
| Returns for 5 years | 53.37 | 85.29 | 63% |
| Returns for 10 years | -7.84 | 96.11 | -8% |
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