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JWSOX vs VSGIX
JWSOX vs VSGIX Comparison
Open Charts JWSOX vs VSGIX
JHancock New Opportunities R6
Price$23.08
Change-$1.71 (-6.90%)
VolumeN/A
Net Assets270.72M
Vanguard Small Cap Growth Index I
Price$67.59
Change-$4.82 (-6.66%)
VolumeN/A
Net Assets36.81B
JWSOX vs VSGIX Comparison Chart
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JWSOX vs. VSGIX commentary
Apr 04, 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: 36.8B vs. JWSOX (271M). 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 : 1.07 vs. JWSOX (-3.69). VSGIX return over 5 years is better than : 85.29 vs. JWSOX (53.31).
| 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 | -6.453 | -8.106 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 36.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -3.69 | 1.07 | -346% |
| Returns for 3 years | -13.20 | 2.23 | -593% |
| Returns for 5 years | 53.31 | 85.29 | 63% |
| Returns for 10 years | N/A | 96.11 | - |
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