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JUSOX vs VEXPX
JUSOX vs VEXPX Comparison
Open Charts JUSOX vs VEXPX
JHancock New Opportunities R4
Price$24.74
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets266.43M
JUSOX vs VEXPX Comparison Chart in %
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JUSOX vs. VEXPX commentary
Jun 20, 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 JUSOX is a Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. JUSOX (266M). VEXPX pays higher dividends than JUSOX: VEXPX (0.42) vs JUSOX (0.00). JUSOX was incepted earlier than VEXPX: JUSOX (10 years) vs VEXPX (58 years). JUSOX (1.21) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. JUSOX (15.00). JUSOX has a lower initial minimum investment than VEXPX: JUSOX (0) vs VEXPX (3000). JUSOX annual gain was more profitable for investors over the last year : 1.14 vs. VEXPX (-3.37). JUSOX (10.30) and VEXPX (9.89) have equivalent 5 years return.
| JUSOX | VEXPX | JUSOX / VEXPX | |
| Total Expense Ratio | 1.10 | 0.44 | 250% |
| Annual Report Gross Expense Ratio | 1.21 | 0.44 | 275% |
| Fund Existence | 10 years | 58 years | - |
| Gain YTD | -5.573 | -3.967 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 19.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 1.14 | -3.37 | -34% |
| Returns for 3 years | 8.70 | 20.32 | 43% |
| Returns for 5 years | 10.30 | 9.89 | 104% |
| Returns for 10 years | -10.48 | 9.22 | -114% |
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