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JUSOX vs VEXPX
JUSOX vs VEXPX Comparison
Open Charts JUSOX vs VEXPX
JHancock New Opportunities R4
Price$23.96
Change-$0.15 (-0.62%)
VolumeN/A
Net Assets262.46M
JUSOX vs VEXPX Comparison Chart
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JUSOX vs. VEXPX commentary
May 11, 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 Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. JUSOX (262M). 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 (0.44). 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 : -4.12 vs. VEXPX (-8.57). JUSOX (14.53) and VEXPX (14.19) 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 | 57 years | - |
| Gain YTD | -8.550 | -7.951 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 18.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -4.12 | -8.57 | 48% |
| Returns for 3 years | 1.14 | 8.90 | 13% |
| Returns for 5 years | 14.53 | 14.19 | 102% |
| Returns for 10 years | N/A | 8.57 | - |
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