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JWSOX vs VEXRX
JWSOX vs VEXRX Comparison
Open Charts JWSOX vs VEXRX
JHancock New Opportunities R6
Price$25.26
Change+$0.32 (+1.28%)
VolumeN/A
Net Assets267.19M
Vanguard Explorer Adm
Price$103.78
Change+$1.11 (+1.08%)
VolumeN/A
Net Assets19.41B
JWSOX vs VEXRX Comparison Chart
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JWSOX vs. VEXRX commentary
Jun 07, 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 Buy and VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. JWSOX (267M). VEXRX pays higher dividends than JWSOX: VEXRX (0.54) vs JWSOX (0.00). JWSOX was incepted earlier than VEXRX: JWSOX (10 years) vs VEXRX (24 years). JWSOX (0.86) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. JWSOX (15.00). VEXRX has a lower initial minimum investment than JWSOX: VEXRX (50000) vs JWSOX (1000000). JWSOX annual gain was more profitable for investors over the last year : 0.36 vs. VEXRX (-4.02). VEXRX return over 5 years is better than : 6.60 vs. JWSOX (5.95).
| JWSOX | VEXRX | JWSOX / VEXRX | |
| Total Expense Ratio | 0.85 | 0.33 | 258% |
| Annual Report Gross Expense Ratio | 0.86 | 0.33 | 261% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -5.887 | -3.912 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 19.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 0.36 | -4.02 | -9% |
| Returns for 3 years | -3.45 | 4.83 | -71% |
| Returns for 5 years | 5.95 | 6.60 | 90% |
| Returns for 10 years | -7.51 | 12.14 | -62% |
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