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JBSOX vs VSGAX
JBSOX vs VSGAX Comparison
Open Charts JBSOX vs VSGAX
JHancock New Opportunities C
Price$22.97
Change+$0.18 (+0.79%)
VolumeN/A
Net Assets276.25M
Vanguard Small Cap Growth Index Admiral
Price$98.98
Change+$1.00 (+1.02%)
VolumeN/A
Net Assets34.95B
JBSOX vs VSGAX Comparison Chart in %
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JBSOX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. JBSOX (276M). VSGAX pays higher dividends than JBSOX: VSGAX (0.54) 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 : 12.95 vs. JBSOX (3.56). VSGAX return over 5 years is better than : 40.75 vs. JBSOX (5.37).
| 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 | -2.172 | 0.619 | -351% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 35B | 1% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 3.56 | 12.95 | 28% |
| Returns for 3 years | 4.13 | 41.87 | 10% |
| Returns for 5 years | 5.37 | 40.75 | 13% |
| Returns for 10 years | -15.27 | 116.41 | -13% |
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