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JWSOX vs VSGIX
JWSOX vs VSGIX Comparison
Open Charts JWSOX vs VSGIX
JHancock New Opportunities R6
Price$25.64
Change+$0.22 (+0.87%)
VolumeN/A
Net Assets268.25M
Vanguard Small Cap Growth Index I
Price$78.86
Change+$0.63 (+0.81%)
VolumeN/A
Net Assets36.92B
JWSOX vs VSGIX Comparison Chart in %
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JWSOX vs. VSGIX commentary
Jul 18, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. JWSOX (268M). VSGIX pays higher dividends than JWSOX: VSGIX (0.55) 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 : 3.92 vs. JWSOX (-6.89). VSGIX return over 5 years is better than : 35.54 vs. JWSOX (8.73).
| 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 | -4.075 | -0.701 | 582% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 36.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -6.89 | 3.92 | -176% |
| Returns for 3 years | 5.92 | 37.73 | 16% |
| Returns for 5 years | 8.73 | 35.54 | 25% |
| Returns for 10 years | -5.76 | 110.20 | -5% |
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