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JWSOX vs VEXPX
JWSOX vs VEXPX Comparison
Open Charts JWSOX vs VEXPX
JHancock New Opportunities R6
Price$25.89
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets269.59M
JWSOX vs VEXPX Comparison Chart in %
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JWSOX vs. VEXPX commentary
Jul 29, 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 StrongBuy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.1B vs. JWSOX (270M). VEXPX pays higher dividends than JWSOX: VEXPX (0.40) 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). VEXPX annual gain was more profitable for investors over the last year : -2.70 vs. JWSOX (-3.29). JWSOX (8.37) and VEXPX (8.30) have equivalent 5 years return.
| 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 | -2.302 | 1.322 | -174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 20.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | -3.29 | -2.70 | 122% |
| Returns for 3 years | -0.50 | 11.32 | -4% |
| Returns for 5 years | 8.37 | 8.30 | 101% |
| Returns for 10 years | -2.30 | 18.51 | -12% |
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