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JBSOX vs VSGIX
JBSOX vs VSGIX Comparison
Open Charts JBSOX vs VSGIX
JHancock New Opportunities C
Price$21.92
Change-$0.37 (-1.66%)
VolumeN/A
Net Assets265.06M
Vanguard Small Cap Growth Index I
Price$75.25
Change-$1.25 (-1.63%)
VolumeN/A
Net Assets34.95B
JBSOX vs VSGIX Comparison Chart
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JBSOX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. JBSOX (265M). VSGIX pays higher dividends than JBSOX: VSGIX (0.58) 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 : 7.16 vs. JBSOX (-0.63). VSGIX return over 5 years is better than : 40.60 vs. JBSOX (5.33).
| 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 | -6.644 | -4.502 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 35B | 1% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | -0.63 | 7.16 | -9% |
| Returns for 3 years | 1.53 | 38.64 | 4% |
| Returns for 5 years | 5.33 | 40.60 | 13% |
| Returns for 10 years | -20.64 | 101.47 | -20% |
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