Interact to see
Advertisement
Advertisement
JISOX vs VEXRX
JISOX vs VEXRX Comparison
Open Charts JISOX vs VEXRX
JHancock New Opportunities 1
Price$25.07
Change-$0.42 (-1.65%)
VolumeN/A
Net Assets265.06M
Vanguard Explorer Adm
Price$102.00
Change-$1.70 (-1.64%)
VolumeN/A
Net Assets19.41B
JISOX vs VEXRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JISOX vs. VEXRX 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 JISOX is a Hold and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. JISOX (265M). VEXRX pays higher dividends than JISOX: VEXRX (0.54) vs JISOX (0.00). JISOX was incepted earlier than VEXRX: JISOX (20 years) vs VEXRX (24 years). JISOX (0.85) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. JISOX (15.00). JISOX has a lower initial minimum investment than VEXRX: JISOX (0) vs VEXRX (50000). JISOX annual gain was more profitable for investors over the last year : 0.76 vs. VEXRX (-4.58). JISOX return over 5 years is better than : 14.11 vs. VEXRX (12.41).
| JISOX | VEXRX | JISOX / VEXRX | |
| Total Expense Ratio | 0.84 | 0.33 | 255% |
| Annual Report Gross Expense Ratio | 0.85 | 0.33 | 258% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -6.210 | -4.539 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 19.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 0.76 | -4.58 | -17% |
| Returns for 3 years | 6.73 | 16.73 | 40% |
| Returns for 5 years | 14.11 | 12.41 | 114% |
| Returns for 10 years | -8.35 | 8.95 | -93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HQIYX | 21.19 | -0.17 | -0.80% |
| Hartford Equity Income Y | |||
| JPDVX | 16.11 | -0.14 | -0.86% |
| JPMorgan Diversified L | |||
| LYRWX | 13.90 | -0.16 | -1.14% |
| Lyrical International Value Equity Instl | |||
| GSPTX | 34.06 | -0.45 | -1.30% |
| Goldman Sachs Large Cap Equity Inv | |||
| FWMNX | 16.50 | -0.80 | -4.62% |
| Fidelity Advisor Women's Leadership I | |||