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JASOX vs WCMLX
JASOX vs WCMLX Comparison
Open Charts JASOX vs WCMLX
JHancock New Opportunities A
Price$19.71
Change+$0.48 (+2.50%)
VolumeN/A
Net Assets243.33M
WCM Small Cap Growth Institutional
Price$13.53
Change+$0.43 (+3.28%)
VolumeN/A
Net Assets45.3M
JASOX vs WCMLX Comparison Chart in %
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JASOX vs. WCMLX commentary
Aug 24, 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 JASOX is a Buy and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
JASOX has more cash in the bank: 243M vs. WCMLX (45.3M). JASOX (0.00) and WCMLX (0.00) have matching dividends . JASOX was incepted earlier than WCMLX: JASOX (10 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JASOX (1.22). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JASOX (15.00). JASOX has a lower initial minimum investment than WCMLX: JASOX (1000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 5.13 vs. JASOX (-22.58). WCMLX return over 5 years is better than : 19.31 vs. JASOX (-20.72).
| JASOX | WCMLX | JASOX / WCMLX | |
| Total Expense Ratio | 1.21 | 0.99 | 122% |
| Annual Report Gross Expense Ratio | 1.22 | 1.79 | 68% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -23.693 | 5.210 | -455% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 45.3M | 536% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -22.58 | 5.13 | -440% |
| Returns for 3 years | -23.31 | 18.48 | -126% |
| Returns for 5 years | -20.72 | 19.31 | -107% |
| Returns for 10 years | -18.05 | N/A | - |
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