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JWSOX vs VSGAX
JWSOX vs VSGAX Comparison
Open Charts JWSOX vs VSGAX
JHancock New Opportunities R6
Price$26.07
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets276.25M
Vanguard Small Cap Growth Index Admiral
Price$98.98
Change+$1.00 (+1.02%)
VolumeN/A
Net Assets34.95B
JWSOX vs VSGAX Comparison Chart in %
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JWSOX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. JWSOX (276M). VSGAX pays higher dividends than JWSOX: VSGAX (0.54) vs JWSOX (0.00). JWSOX was incepted earlier than VSGAX: JWSOX (10 years) vs VSGAX (14 years). JWSOX (0.86) is less costly to investors than VSGAX (0.07). VSGAX is a more actively managed with annual turnover of: 21.00 vs. JWSOX (15.00). VSGAX has a lower initial minimum investment than JWSOX: VSGAX (3000) vs JWSOX (1000000). VSGAX annual gain was more profitable for investors over the last year : 12.95 vs. JWSOX (5.08). VSGAX return over 5 years is better than : 40.75 vs. JWSOX (14.09).
| JWSOX | VSGAX | JWSOX / VSGAX | |
| Total Expense Ratio | 0.85 | 0.07 | 1,214% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -1.623 | 0.619 | -262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 35B | 1% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 5.08 | 12.95 | 39% |
| Returns for 3 years | 9.49 | 41.87 | 23% |
| Returns for 5 years | 14.09 | 40.75 | 35% |
| Returns for 10 years | -2.82 | 116.41 | -2% |
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