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JWSOX vs VEXRX
JWSOX vs VEXRX Comparison
Open Charts JWSOX vs VEXRX
JHancock New Opportunities R6
Price$26.07
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets276.25M
Vanguard Explorer Adm
Price$107.70
Change+$0.84 (+0.79%)
VolumeN/A
Net Assets19.41B
JWSOX vs VEXRX Comparison Chart in %
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JWSOX vs. VEXRX 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 VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. JWSOX (276M). 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). JWSOX annual gain was more profitable for investors over the last year : 5.08 vs. VEXRX (1.29). JWSOX return over 5 years is better than : 14.09 vs. VEXRX (13.21).
| 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 | -1.623 | 0.796 | -204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 19.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | 5.08 | 1.29 | 394% |
| Returns for 3 years | 9.49 | 20.96 | 45% |
| Returns for 5 years | 14.09 | 13.21 | 107% |
| Returns for 10 years | -2.82 | 18.20 | -15% |
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