JWSOX
Price
$22.93
Change
+$0.38 (+1.69%)
Updated
Apr 23 closing price
Net Assets
245.12M
VSGIX
Price
$67.75
Change
+$1.28 (+1.93%)
Updated
Apr 23 closing price
Net Assets
33.7B
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JWSOX vs VSGIX

Header iconJWSOX vs VSGIX Comparison
Open Charts JWSOX vs VSGIXBanner chart's image
JHancock New Opportunities R6
Price$22.93
Change+$0.38 (+1.69%)
VolumeN/A
Net Assets245.12M
Vanguard Small Cap Growth Index I
Price$67.75
Change+$1.28 (+1.93%)
VolumeN/A
Net Assets33.7B
JWSOX vs VSGIX Comparison Chart
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VS
JWSOX vs. VSGIX commentary
Apr 24, 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.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. JWSOX (245M). VSGIX pays higher dividends than JWSOX: VSGIX (0.61) 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: 19.00 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 : -3.28 vs. JWSOX (-8.33). VSGIX return over 5 years is better than : 42.37 vs. JWSOX (16.96).
JWSOXVSGIXJWSOX / VSGIX
Total Expense Ratio0.850.061,417%
Annual Report Gross Expense Ratio0.860.061,433%
Fund Existence10 years25 years-
Gain YTD-14.906-15.64595%
Front LoadN/AN/A-
Min. Initial Investment1000000500000020%
Min. Initial Investment IRAN/AN/A-
Net Assets245M33.7B1%
Annual Yield % from dividends0.000.61-
Returns for 1 year-8.33-3.28254%
Returns for 3 years-14.653.51-417%
Returns for 5 years16.9642.3740%
Returns for 10 yearsN/A78.47-
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