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JWSOX vs VEXPX
JWSOX vs VEXPX Comparison
Open Charts JWSOX vs VEXPX
JHancock New Opportunities R6
Price$24.86
Change-$0.42 (-1.66%)
VolumeN/A
Net Assets269.88M
JWSOX vs VEXPX Comparison Chart
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JWSOX vs. VEXPX commentary
Jun 15, 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 JWSOX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. JWSOX (270M). VEXPX pays higher dividends than JWSOX: VEXPX (0.42) vs JWSOX (0.00). JWSOX was incepted earlier than VEXPX: JWSOX (10 years) vs VEXPX (58 years). JWSOX (0.86) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. JWSOX (15.00). VEXPX has a lower initial minimum investment than JWSOX: VEXPX (3000) vs JWSOX (1000000). JWSOX annual gain was more profitable for investors over the last year : 0.81 vs. VEXPX (-4.59). JWSOX return over 5 years is better than : 14.09 vs. VEXPX (12.47).
| JWSOX | VEXPX | JWSOX / VEXPX | |
| Total Expense Ratio | 0.85 | 0.44 | 193% |
| Annual Report Gross Expense Ratio | 0.86 | 0.44 | 195% |
| Fund Existence | 10 years | 58 years | - |
| Gain YTD | -6.189 | -4.593 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 19.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 0.81 | -4.59 | -18% |
| Returns for 3 years | 6.74 | 16.76 | 40% |
| Returns for 5 years | 14.09 | 12.47 | 113% |
| Returns for 10 years | -9.00 | 8.96 | -100% |
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