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JWSOX vs VSGAX
JWSOX vs VSGAX Comparison
Open Charts JWSOX vs VSGAX
JHancock New Opportunities R6
Price$26.03
Change-$0.09 (-0.34%)
VolumeN/A
Net Assets269.59M
Vanguard Small Cap Growth Index Admiral
Price$98.06
Change-$0.46 (-0.47%)
VolumeN/A
Net Assets37.46B
JWSOX vs VSGAX Comparison Chart in %
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JWSOX vs. VSGAX commentary
Aug 10, 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 StrongBuy and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 37.5B vs. JWSOX (270M). VSGAX pays higher dividends than JWSOX: VSGAX (0.53) vs JWSOX (0.00). JWSOX was incepted earlier than VSGAX: JWSOX (10 years) vs VSGAX (14 years). JWSOX (0.86) is less costly to investors than VSGAX (0.07). VSGAX is a more actively managed with annual turnover of: 21.00 vs. JWSOX (15.00). VSGAX has a lower initial minimum investment than JWSOX: VSGAX (3000) vs JWSOX (1000000). VSGAX annual gain was more profitable for investors over the last year : 13.07 vs. JWSOX (2.84). VSGAX return over 5 years is better than : 30.01 vs. JWSOX (3.75).
| JWSOX | VSGAX | JWSOX / VSGAX | |
| Total Expense Ratio | 0.85 | 0.07 | 1,214% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -1.774 | -0.316 | 561% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 37.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 2.84 | 13.07 | 22% |
| Returns for 3 years | -0.91 | 24.86 | -4% |
| Returns for 5 years | 3.75 | 30.01 | 12% |
| Returns for 10 years | -0.66 | 116.80 | -1% |
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