Interact to see
Advertisement
Advertisement
JWSOX vs VEXPX
JWSOX vs VEXPX Comparison
Open Charts JWSOX vs VEXPX
JHancock New Opportunities R6
Price$25.64
Change+$0.22 (+0.87%)
VolumeN/A
Net Assets268.25M
JWSOX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JWSOX vs. VEXPX commentary
Jul 18, 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 JWSOX is a Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.1B vs. JWSOX (268M). VEXPX pays higher dividends than JWSOX: VEXPX (0.40) vs JWSOX (0.00). JWSOX was incepted earlier than VEXPX: JWSOX (10 years) vs VEXPX (58 years). JWSOX (0.86) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. JWSOX (15.00). VEXPX has a lower initial minimum investment than JWSOX: VEXPX (3000) vs JWSOX (1000000). JWSOX (-6.89) and VEXPX (-6.93) have marching annual gain over last year. JWSOX return over 5 years is better than : 8.73 vs. VEXPX (8.26).
| JWSOX | VEXPX | JWSOX / VEXPX | |
| Total Expense Ratio | 0.85 | 0.44 | 193% |
| Annual Report Gross Expense Ratio | 0.86 | 0.44 | 195% |
| Fund Existence | 10 years | 58 years | - |
| Gain YTD | -4.075 | -1.462 | 279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 20.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | -6.89 | -6.93 | 99% |
| Returns for 3 years | 5.92 | 17.90 | 33% |
| Returns for 5 years | 8.73 | 8.26 | 106% |
| Returns for 10 years | -5.76 | 14.49 | -40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement