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JWSOX vs VSGAX
JWSOX vs VSGAX Comparison
Open Charts JWSOX vs VSGAX
JHancock New Opportunities R6
Price$27.52
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets307.7M
Vanguard Small Cap Growth Index Admiral
Price$101.96
Change+$0.36 (+0.35%)
VolumeN/A
Net Assets38.1B
JWSOX vs VSGAX Comparison Chart
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JWSOX vs. VSGAX commentary
Jan 19, 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: 38.1B vs. JWSOX (308M). 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 : 25.00 vs. JWSOX (14.48). VSGAX return over 5 years is better than : 41.96 vs. JWSOX (12.65).
| 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 | 3.849 | 3.586 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 38.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 14.48 | 25.00 | 58% |
| Returns for 3 years | -2.93 | 16.69 | -18% |
| Returns for 5 years | 12.65 | 41.96 | 30% |
| Returns for 10 years | N/A | 139.82 | - |
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