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JBSOX vs VEXPX
JBSOX vs VEXPX Comparison
Open Charts JBSOX vs VEXPX
JHancock New Opportunities C
Price$22.97
Change+$0.18 (+0.79%)
VolumeN/A
Net Assets276.25M
JBSOX vs VEXPX Comparison Chart in %
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JBSOX vs. VEXPX commentary
Jul 06, 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 JBSOX is a Buy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. JBSOX (276M). VEXPX pays higher dividends than JBSOX: VEXPX (0.40) vs JBSOX (0.00). JBSOX was incepted earlier than VEXPX: JBSOX (10 years) vs VEXPX (58 years). JBSOX (1.97) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. JBSOX (15.00). JBSOX has a lower initial minimum investment than VEXPX: JBSOX (1000) vs VEXPX (3000). JBSOX annual gain was more profitable for investors over the last year : 3.56 vs. VEXPX (1.30). VEXPX return over 5 years is better than : 13.29 vs. JBSOX (5.37).
| JBSOX | VEXPX | JBSOX / VEXPX | |
| Total Expense Ratio | 1.96 | 0.44 | 445% |
| Annual Report Gross Expense Ratio | 1.97 | 0.44 | 448% |
| Fund Existence | 10 years | 58 years | - |
| Gain YTD | -2.172 | 0.739 | -294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 19.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 3.56 | 1.30 | 273% |
| Returns for 3 years | 4.13 | 20.99 | 20% |
| Returns for 5 years | 5.37 | 13.29 | 40% |
| Returns for 10 years | -15.27 | 18.24 | -84% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| ROMO | 32.10 | 0.04 | +0.13% |
| Strategy Shares Nwfnd/RSlv Rbt Mmt ETF | |||
| BENJ | 50.88 | 0.01 | +0.02% |
| Horizon Landmark ETF | |||
| PML | 7.45 | N/A | N/A |
| PIMCO Municipal Income FUND II | |||
| DFSD | 47.94 | -0.06 | -0.13% |
| Dimensional Short-Duration Fixed Inc ETF | |||
| GBF | 103.69 | -0.24 | -0.23% |
| iShares Government/Credit Bond ETF | |||