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JWSOX vs VSGIX
JWSOX vs VSGIX Comparison
Open Charts JWSOX vs VSGIX
JHancock New Opportunities R6
Price$26.07
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets276.25M
Vanguard Small Cap Growth Index I
Price$79.26
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
JWSOX vs VSGIX Comparison Chart in %
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JWSOX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. JWSOX (276M). VSGIX pays higher dividends than JWSOX: VSGIX (0.55) vs JWSOX (0.00). JWSOX was incepted earlier than VSGIX: JWSOX (10 years) vs VSGIX (25 years). JWSOX (0.86) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 21.00 vs. JWSOX (15.00). JWSOX has a lower initial minimum investment than VSGIX: JWSOX (1000000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 12.95 vs. JWSOX (5.08). VSGIX return over 5 years is better than : 40.73 vs. JWSOX (14.09).
| JWSOX | VSGIX | JWSOX / VSGIX | |
| Total Expense Ratio | 0.85 | 0.06 | 1,417% |
| Annual Report Gross Expense Ratio | 0.86 | 0.06 | 1,433% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -1.623 | 0.607 | -267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 35B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 5.08 | 12.95 | 39% |
| Returns for 3 years | 9.49 | 41.88 | 23% |
| Returns for 5 years | 14.09 | 40.73 | 35% |
| Returns for 10 years | -2.82 | 116.42 | -2% |
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