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JWSOX vs VSGAX
JWSOX vs VSGAX Comparison
Open Charts JWSOX vs VSGAX
JHancock New Opportunities R6
Price$27.22
Change+$0.02 (+0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$95.93
Change-$0.33 (-0.34%)
VolumeN/A
CapitalizationN/A
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JWSOX vs VSGAX Comparison Chart
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JWSOX vs. VSGAX commentary
Oct 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36B vs. JWSOX (298M). VSGAX pays higher dividends than JWSOX: VSGAX (0.66) vs JWSOX (0.00). JWSOX was incepted earlier than VSGAX: JWSOX (9 years) vs VSGAX (13 years). JWSOX is a more actively managed with annual turnover of: 24.00 vs. VSGAX (19.00). 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 : 27.94 vs. JWSOX (14.91). VSGAX return over 5 years is better than : 50.62 vs. JWSOX (22.52).
| JWSOX | VSGAX | JWSOX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 9.413 | 13.523 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 36B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 14.91 | 27.94 | 53% |
| Returns for 3 years | -19.29 | -4.46 | 432% |
| Returns for 5 years | 22.52 | 50.62 | 44% |
| Returns for 10 years | N/A | 144.50 | - |
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