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JWSOX vs VSGIX
JWSOX vs VSGIX Comparison
Open Charts JWSOX vs VSGIX
JHancock New Opportunities R6
Price$27.52
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets307.7M
Vanguard Small Cap Growth Index I
Price$81.65
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets38.1B
JWSOX vs VSGIX Comparison Chart
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JWSOX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. JWSOX (308M). VSGIX pays higher dividends than JWSOX: VSGIX (0.67) vs JWSOX (0.00). JWSOX was incepted earlier than VSGIX: JWSOX (10 years) vs VSGIX (25 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 : 25.00 vs. JWSOX (14.48). VSGIX return over 5 years is better than : 41.97 vs. JWSOX (12.65).
| JWSOX | VSGIX | JWSOX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 3.849 | 3.577 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 38.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 14.48 | 25.00 | 58% |
| Returns for 3 years | -2.93 | 16.70 | -18% |
| Returns for 5 years | 12.65 | 41.97 | 30% |
| Returns for 10 years | N/A | 139.86 | - |