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JWSOX vs VSGIX
JWSOX vs VSGIX Comparison
Open Charts JWSOX vs VSGIX
JHancock New Opportunities R6
Price$27.22
Change+$0.02 (+0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$76.82
Change-$0.27 (-0.35%)
VolumeN/A
CapitalizationN/A
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VS
VS
JWSOX vs VSGIX Comparison Chart
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JWSOX vs. VSGIX commentary
Oct 18, 2024
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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36B vs. JWSOX (298M). VSGIX pays higher dividends than JWSOX: VSGIX (0.67) vs JWSOX (0.00). JWSOX was incepted earlier than VSGIX: JWSOX (9 years) vs VSGIX (24 years). JWSOX is a more actively managed with annual turnover of: 24.00 vs. VSGIX (19.00). 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 : 27.94 vs. JWSOX (14.91). VSGIX return over 5 years is better than : 50.65 vs. JWSOX (22.52).
| JWSOX | VSGIX | JWSOX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 9.413 | 13.522 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 36B | 1% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 14.91 | 27.94 | 53% |
| Returns for 3 years | -19.29 | -4.45 | 433% |
| Returns for 5 years | 22.52 | 50.65 | 44% |
| Returns for 10 years | N/A | 144.55 | - |
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