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JWSOX vs VISGX
JWSOX vs VISGX Comparison
Open Charts JWSOX vs VISGX
JHancock New Opportunities R6
Price$22.93
Change+$0.38 (+1.69%)
VolumeN/A
Net Assets245.12M
Vanguard Small Cap Growth Index I
Price$67.65
Change+$1.27 (+1.91%)
VolumeN/A
Net Assets33.7B
JWSOX vs VISGX Comparison Chart
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JWSOX vs. VISGX commentary
Apr 24, 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 VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33.7B vs. JWSOX (245M). 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 : -3.33 vs. JWSOX (-8.33). VISGX return over 5 years is better than : 42.09 vs. JWSOX (16.96).
| 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 | -14.906 | -15.649 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 33.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -8.33 | -3.33 | 250% |
| Returns for 3 years | -14.65 | 3.40 | -431% |
| Returns for 5 years | 16.96 | 42.09 | 40% |
| Returns for 10 years | N/A | 77.70 | - |
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