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JWSOX vs VSGAX
JWSOX vs VSGAX Comparison
Open Charts JWSOX vs VSGAX
JHancock New Opportunities R6
Price$23.08
Change-$1.71 (-6.90%)
VolumeN/A
Net Assets270.72M
Vanguard Small Cap Growth Index Admiral
Price$84.40
Change-$6.02 (-6.66%)
VolumeN/A
Net Assets36.81B
JWSOX vs VSGAX Comparison Chart
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JWSOX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.8B vs. JWSOX (271M). VSGAX pays higher dividends than JWSOX: VSGAX (0.60) 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: 19.00 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 : 1.06 vs. JWSOX (-3.69). VSGAX return over 5 years is better than : 85.30 vs. JWSOX (53.31).
| 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 | -6.453 | -8.101 | 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 | 0.60 | - |
| Returns for 1 year | -3.69 | 1.06 | -348% |
| Returns for 3 years | -13.20 | 2.22 | -594% |
| Returns for 5 years | 53.31 | 85.30 | 62% |
| Returns for 10 years | N/A | 96.07 | - |
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