JWSOX
Price
$26.07
Change
+$0.21 (+0.81%)
Updated
Jul 3 closing price
Net Assets
276.25M
VSGIX
Price
$79.26
Change
+$0.80 (+1.02%)
Updated
Jul 3 closing price
Net Assets
34.95B
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JWSOX vs VSGIX

Header iconJWSOX vs VSGIX Comparison
Open Charts JWSOX vs VSGIXBanner chart's image
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.

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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).
JWSOXVSGIXJWSOX / VSGIX
Total Expense Ratio0.850.061,417%
Annual Report Gross Expense Ratio0.860.061,433%
Fund Existence10 years25 years-
Gain YTD-1.6230.607-267%
Front LoadN/AN/A-
Min. Initial Investment1000000500000020%
Min. Initial Investment IRAN/AN/A-
Net Assets276M35B1%
Annual Yield % from dividends0.000.55-
Returns for 1 year5.0812.9539%
Returns for 3 years9.4941.8823%
Returns for 5 years14.0940.7335%
Returns for 10 years-2.82116.42-2%
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