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JWSOX vs VEXRX
JWSOX vs VEXRX Comparison
Open Charts JWSOX vs VEXRX
JHancock New Opportunities R6
Price$24.86
Change-$0.42 (-1.66%)
VolumeN/A
Net Assets269.88M
Vanguard Explorer Adm
Price$102.00
Change-$1.70 (-1.64%)
VolumeN/A
Net Assets19.41B
JWSOX vs VEXRX Comparison Chart
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JWSOX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. JWSOX (270M). VEXRX pays higher dividends than JWSOX: VEXRX (0.54) vs JWSOX (0.00). JWSOX was incepted earlier than VEXRX: JWSOX (10 years) vs VEXRX (24 years). JWSOX (0.86) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. JWSOX (15.00). VEXRX has a lower initial minimum investment than JWSOX: VEXRX (50000) vs JWSOX (1000000). JWSOX annual gain was more profitable for investors over the last year : 0.81 vs. VEXRX (-4.58). JWSOX return over 5 years is better than : 14.09 vs. VEXRX (12.41).
| JWSOX | VEXRX | JWSOX / VEXRX | |
| Total Expense Ratio | 0.85 | 0.33 | 258% |
| Annual Report Gross Expense Ratio | 0.86 | 0.33 | 261% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -6.189 | -4.539 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 19.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 0.81 | -4.58 | -18% |
| Returns for 3 years | 6.74 | 16.73 | 40% |
| Returns for 5 years | 14.09 | 12.41 | 114% |
| Returns for 10 years | -9.00 | 8.95 | -101% |
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