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JWSOX vs VISGX
JWSOX vs VISGX Comparison
Open Charts JWSOX vs VISGX
JHancock New Opportunities R6
Price$23.08
Change-$1.71 (-6.90%)
VolumeN/A
Net Assets270.72M
Vanguard Small Cap Growth Index I
Price$67.50
Change-$4.81 (-6.65%)
VolumeN/A
Net Assets36.81B
JWSOX vs VISGX Comparison Chart
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JWSOX vs. VISGX 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 VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.8B vs. JWSOX (271M). VISGX pays higher dividends than JWSOX: VISGX (0.46) vs JWSOX (0.00). JWSOX was incepted earlier than VISGX: JWSOX (10 years) vs VISGX (27 years). JWSOX (0.86) is less costly to investors than VISGX (0.19). VISGX is a more actively managed with annual turnover of: 19.00 vs. JWSOX (15.00). VISGX has a lower initial minimum investment than JWSOX: VISGX (3000) vs JWSOX (1000000). VISGX annual gain was more profitable for investors over the last year : 1.00 vs. JWSOX (-3.69). VISGX return over 5 years is better than : 84.92 vs. JWSOX (53.31).
| JWSOX | VISGX | JWSOX / VISGX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 0.86 | 0.19 | 453% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -6.453 | -8.114 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 36.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -3.69 | 1.00 | -367% |
| Returns for 3 years | -13.20 | 2.11 | -625% |
| Returns for 5 years | 53.31 | 84.92 | 63% |
| Returns for 10 years | N/A | 95.21 | - |
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