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JWSOX vs VSGAX
JWSOX vs VSGAX Comparison
Open Charts JWSOX vs VSGAX
JHancock New Opportunities R6
Price$26.79
Change-$0.76 (-2.76%)
VolumeN/A
Net Assets304.54M
Vanguard Small Cap Growth Index Admiral
Price$98.11
Change-$3.17 (-3.13%)
VolumeN/A
Net Assets39.59B
JWSOX vs VSGAX Comparison Chart
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JWSOX vs. VSGAX commentary
Feb 22, 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.6B vs. JWSOX (305M). VSGAX pays higher dividends than JWSOX: VSGAX (0.66) vs JWSOX (0.00). JWSOX was incepted earlier than VSGAX: JWSOX (10 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 : 19.90 vs. JWSOX (10.57). VSGAX return over 5 years is better than : 41.53 vs. JWSOX (16.91).
| JWSOX | VSGAX | JWSOX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 4.642 | 4.013 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 39.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 10.57 | 19.90 | 53% |
| Returns for 3 years | 0.22 | 22.76 | 1% |
| Returns for 5 years | 16.91 | 41.53 | 41% |
| Returns for 10 years | N/A | 125.56 | - |
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