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JWSOX vs VSGAX
JWSOX vs VSGAX Comparison
Open Charts JWSOX vs VSGAX
JHancock New Opportunities R6
Price$25.89
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets269.59M
Vanguard Small Cap Growth Index Admiral
Price$100.70
Change-$0.24 (-0.24%)
VolumeN/A
Net Assets36.92B
JWSOX vs VSGAX Comparison Chart in %
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JWSOX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.9B vs. JWSOX (270M). 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 : 10.11 vs. JWSOX (-3.29). VSGAX return over 5 years is better than : 36.86 vs. JWSOX (8.37).
| 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 | -2.302 | 2.368 | -97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 36.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -3.29 | 10.11 | -33% |
| Returns for 3 years | -0.50 | 30.88 | -2% |
| Returns for 5 years | 8.37 | 36.86 | 23% |
| Returns for 10 years | -2.30 | 117.95 | -2% |
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