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JBSOX vs VEXRX
JBSOX vs VEXRX Comparison
Open Charts JBSOX vs VEXRX
JHancock New Opportunities C
Price$22.97
Change+$0.18 (+0.79%)
VolumeN/A
Net Assets276.25M
Vanguard Explorer Adm
Price$107.70
Change+$0.84 (+0.79%)
VolumeN/A
Net Assets19.41B
JBSOX vs VEXRX Comparison Chart in %
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JBSOX vs. VEXRX 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 VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. JBSOX (276M). VEXRX pays higher dividends than JBSOX: VEXRX (0.52) vs JBSOX (0.00). JBSOX was incepted earlier than VEXRX: JBSOX (10 years) vs VEXRX (24 years). JBSOX (1.97) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. JBSOX (15.00). JBSOX has a lower initial minimum investment than VEXRX: JBSOX (1000) vs VEXRX (50000). JBSOX annual gain was more profitable for investors over the last year : 3.56 vs. VEXRX (1.29). VEXRX return over 5 years is better than : 13.21 vs. JBSOX (5.37).
| JBSOX | VEXRX | JBSOX / VEXRX | |
| Total Expense Ratio | 1.96 | 0.33 | 594% |
| Annual Report Gross Expense Ratio | 1.97 | 0.33 | 597% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -2.172 | 0.796 | -273% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 19.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | 3.56 | 1.29 | 276% |
| Returns for 3 years | 4.13 | 20.96 | 20% |
| Returns for 5 years | 5.37 | 13.21 | 41% |
| Returns for 10 years | -15.27 | 18.20 | -84% |
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