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JWSOX vs VEXRX
JWSOX vs VEXRX Comparison
Open Charts JWSOX vs VEXRX
JHancock New Opportunities R6
Price$23.08
Change-$1.71 (-6.90%)
VolumeN/A
Net Assets270.72M
JWSOX vs VEXRX Comparison Chart
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JWSOX 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 JWSOX is a Hold and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. JWSOX (271M). VEXRX pays higher dividends than JWSOX: VEXRX (0.56) vs JWSOX (0.00). JWSOX was incepted earlier than VEXRX: JWSOX (10 years) vs VEXRX (23 years). JWSOX (0.86) is less costly to investors than VEXRX (0.34). 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 : -3.69 vs. VEXRX (-8.14). JWSOX (53.31) and VEXRX (51.26) have equivalent 5 years return.
| JWSOX | VEXRX | JWSOX / VEXRX | |
| Total Expense Ratio | 0.85 | 0.34 | 250% |
| Annual Report Gross Expense Ratio | 0.86 | 0.34 | 253% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -6.453 | -7.057 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| 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 | -3.69 | -8.14 | 45% |
| Returns for 3 years | -13.20 | -8.48 | 156% |
| Returns for 5 years | 53.31 | 51.26 | 104% |
| Returns for 10 years | N/A | 8.13 | - |
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