Interact to see
Advertisement
Advertisement
JWSOX vs VSGIX
JWSOX vs VSGIX Comparison
Open Charts JWSOX vs VSGIX
JHancock New Opportunities R6
Price$25.26
Change+$0.32 (+1.28%)
VolumeN/A
Net Assets267.19M
Vanguard Small Cap Growth Index I
Price$76.52
Change+$0.78 (+1.03%)
VolumeN/A
Net Assets34.95B
JWSOX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JWSOX vs. VSGIX commentary
Jun 07, 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 Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. JWSOX (267M). VSGIX pays higher dividends than JWSOX: VSGIX (0.58) vs JWSOX (0.00). JWSOX was incepted earlier than VSGIX: JWSOX (10 years) vs VSGIX (25 years). JWSOX (0.86) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 21.00 vs. JWSOX (15.00). JWSOX has a lower initial minimum investment than VSGIX: JWSOX (1000000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 8.12 vs. JWSOX (0.36). VSGIX return over 5 years is better than : 34.06 vs. JWSOX (5.95).
| JWSOX | VSGIX | JWSOX / VSGIX | |
| Total Expense Ratio | 0.85 | 0.06 | 1,417% |
| Annual Report Gross Expense Ratio | 0.86 | 0.06 | 1,433% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -5.887 | -3.880 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 35B | 1% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 0.36 | 8.12 | 4% |
| Returns for 3 years | -3.45 | 23.03 | -15% |
| Returns for 5 years | 5.95 | 34.06 | 17% |
| Returns for 10 years | -7.51 | 105.73 | -7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement