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JWSOX vs VEXPX
JWSOX vs VEXPX Comparison
Open Charts JWSOX vs VEXPX
JHancock New Opportunities R6
Price$23.08
Change-$1.71 (-6.90%)
VolumeN/A
Net Assets270.72M
JWSOX vs VEXPX Comparison Chart
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JWSOX 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 JWSOX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 21.4B vs. JWSOX (271M). VEXPX pays higher dividends than JWSOX: VEXPX (0.44) vs JWSOX (0.00). JWSOX was incepted earlier than VEXPX: JWSOX (10 years) vs VEXPX (57 years). JWSOX (0.86) is less costly to investors than VEXPX (0.45). 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 annual gain was more profitable for investors over the last year : -3.69 vs. VEXPX (-8.23). JWSOX (53.31) and VEXPX (51.18) have equivalent 5 years return.
| JWSOX | VEXPX | JWSOX / VEXPX | |
| Total Expense Ratio | 0.85 | 0.45 | 189% |
| Annual Report Gross Expense Ratio | 0.86 | 0.45 | 191% |
| Fund Existence | 10 years | 57 years | - |
| Gain YTD | -6.453 | -7.081 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| 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 | -3.69 | -8.23 | 45% |
| Returns for 3 years | -13.20 | -8.56 | 154% |
| Returns for 5 years | 53.31 | 51.18 | 104% |
| Returns for 10 years | N/A | 8.03 | - |
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