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JUSOX vs VEXRX
JUSOX vs VEXRX Comparison
Open Charts JUSOX vs VEXRX
JHancock New Opportunities R4
Price$22.81
Change-$1.69 (-6.90%)
VolumeN/A
Net Assets270.72M
JUSOX vs VEXRX Comparison Chart
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JUSOX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. JUSOX (271M). VEXRX pays higher dividends than JUSOX: VEXRX (0.56) vs JUSOX (0.00). JUSOX was incepted earlier than VEXRX: JUSOX (10 years) vs VEXRX (23 years). JUSOX (1.21) is less costly to investors than VEXRX (0.34). VEXRX is a more actively managed with annual turnover of: 35.00 vs. JUSOX (15.00). JUSOX has a lower initial minimum investment than VEXRX: JUSOX (0) vs VEXRX (50000). JUSOX annual gain was more profitable for investors over the last year : -3.92 vs. VEXRX (-8.14). JUSOX (51.70) and VEXRX (51.26) have equivalent 5 years return.
| JUSOX | VEXRX | JUSOX / VEXRX | |
| Total Expense Ratio | 1.10 | 0.34 | 324% |
| Annual Report Gross Expense Ratio | 1.21 | 0.34 | 356% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -6.489 | -7.057 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 21.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -3.92 | -8.14 | 48% |
| Returns for 3 years | -13.79 | -8.48 | 163% |
| Returns for 5 years | 51.70 | 51.26 | 101% |
| Returns for 10 years | N/A | 8.13 | - |
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