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JWSOX vs VEXPX
JWSOX vs VEXPX Comparison
Open Charts JWSOX vs VEXPX
JHancock New Opportunities R6
Price$26.07
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets276.25M
JWSOX vs VEXPX Comparison Chart in %
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JWSOX vs. VEXPX commentary
Jul 07, 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 Buy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. JWSOX (276M). 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). JWSOX annual gain was more profitable for investors over the last year : 5.08 vs. VEXPX (1.30). JWSOX return over 5 years is better than : 14.09 vs. VEXPX (13.29).
| 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 | -1.623 | 0.739 | -219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 19.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 5.08 | 1.30 | 390% |
| Returns for 3 years | 9.49 | 20.99 | 45% |
| Returns for 5 years | 14.09 | 13.29 | 106% |
| Returns for 10 years | -2.82 | 18.24 | -15% |
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