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JBSOX vs VSGIX
JBSOX vs VSGIX Comparison
Open Charts JBSOX vs VSGIX
JHancock New Opportunities C
Price$22.95
Change-$0.31 (-1.33%)
VolumeN/A
Net Assets259.27M
Vanguard Small Cap Growth Index I
Price$80.20
Change-$0.79 (-0.98%)
VolumeN/A
Net Assets37.46B
JBSOX vs VSGIX Comparison Chart in %
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JBSOX vs. VSGIX commentary
Aug 20, 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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. JBSOX (259M). VSGIX pays higher dividends than JBSOX: VSGIX (0.54) vs JBSOX (0.00). JBSOX was incepted earlier than VSGIX: JBSOX (10 years) vs VSGIX (25 years). JBSOX (1.97) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 21.00 vs. JBSOX (15.00). JBSOX has a lower initial minimum investment than VSGIX: JBSOX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 13.13 vs. JBSOX (-1.76). VSGIX return over 5 years is better than : 34.25 vs. JBSOX (-3.97).
| JBSOX | VSGIX | JBSOX / VSGIX | |
| Total Expense Ratio | 1.96 | 0.06 | 3,267% |
| Annual Report Gross Expense Ratio | 1.97 | 0.06 | 3,283% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -2.257 | 2.803 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 37.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -1.76 | 13.13 | -13% |
| Returns for 3 years | -6.67 | 27.31 | -24% |
| Returns for 5 years | -3.97 | 34.25 | -12% |
| Returns for 10 years | -8.86 | 135.08 | -7% |
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