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JWSOX vs VEXRX
JWSOX vs VEXRX Comparison
Open Charts JWSOX vs VEXRX
JHancock New Opportunities R6
Price$25.89
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets269.59M
Vanguard Explorer Adm
Price$108.33
Change-$0.05 (-0.05%)
VolumeN/A
Net Assets20.12B
JWSOX vs VEXRX Comparison Chart in %
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JWSOX vs. VEXRX 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.1B vs. JWSOX (270M). VEXRX pays higher dividends than JWSOX: VEXRX (0.52) 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). VEXRX annual gain was more profitable for investors over the last year : -2.71 vs. JWSOX (-3.29). JWSOX (8.37) and VEXRX (8.23) have equivalent 5 years return.
| 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 | -2.302 | 1.385 | -166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 20.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | -3.29 | -2.71 | 121% |
| Returns for 3 years | -0.50 | 11.29 | -4% |
| Returns for 5 years | 8.37 | 8.23 | 102% |
| Returns for 10 years | -2.30 | 18.47 | -12% |
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