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JUSOX vs VEXPX
JUSOX vs VEXPX Comparison
Open Charts JUSOX vs VEXPX
JHancock New Opportunities R4
Price$22.81
Change-$1.69 (-6.90%)
VolumeN/A
Net Assets270.72M
JUSOX vs VEXPX Comparison Chart
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JUSOX vs. VEXPX 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 JUSOX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 21.4B vs. JUSOX (271M). VEXPX pays higher dividends than JUSOX: VEXPX (0.44) vs JUSOX (0.00). JUSOX was incepted earlier than VEXPX: JUSOX (10 years) vs VEXPX (57 years). JUSOX (1.21) is less costly to investors than VEXPX (0.45). 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 : -3.92 vs. VEXPX (-8.23). JUSOX (51.70) and VEXPX (51.18) have equivalent 5 years return.
| JUSOX | VEXPX | JUSOX / VEXPX | |
| Total Expense Ratio | 1.10 | 0.45 | 244% |
| Annual Report Gross Expense Ratio | 1.21 | 0.45 | 269% |
| Fund Existence | 10 years | 57 years | - |
| Gain YTD | -6.489 | -7.081 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 21.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -3.92 | -8.23 | 48% |
| Returns for 3 years | -13.79 | -8.56 | 161% |
| Returns for 5 years | 51.70 | 51.18 | 101% |
| Returns for 10 years | N/A | 8.03 | - |
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