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JBSOX vs VSGAX
JBSOX vs VSGAX Comparison
Open Charts JBSOX vs VSGAX
JHancock New Opportunities C
Price$21.92
Change-$0.37 (-1.66%)
VolumeN/A
Net Assets265.06M
Vanguard Small Cap Growth Index Admiral
Price$93.96
Change-$1.57 (-1.64%)
VolumeN/A
Net Assets34.95B
JBSOX vs VSGAX Comparison Chart
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JBSOX vs. VSGAX commentary
Jun 16, 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 Hold and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. JBSOX (265M). VSGAX pays higher dividends than JBSOX: VSGAX (0.57) vs JBSOX (0.00). JBSOX was incepted earlier than VSGAX: JBSOX (10 years) vs VSGAX (14 years). JBSOX (1.97) is less costly to investors than VSGAX (0.07). VSGAX is a more actively managed with annual turnover of: 21.00 vs. JBSOX (15.00). JBSOX has a lower initial minimum investment than VSGAX: JBSOX (1000) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 7.16 vs. JBSOX (-0.63). VSGAX return over 5 years is better than : 40.57 vs. JBSOX (5.33).
| JBSOX | VSGAX | JBSOX / VSGAX | |
| Total Expense Ratio | 1.96 | 0.07 | 2,800% |
| Annual Report Gross Expense Ratio | 1.97 | 0.07 | 2,814% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -6.644 | -4.503 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 35B | 1% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | -0.63 | 7.16 | -9% |
| Returns for 3 years | 1.53 | 38.65 | 4% |
| Returns for 5 years | 5.33 | 40.57 | 13% |
| Returns for 10 years | -20.64 | 101.45 | -20% |
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