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JASOX vs WCMLX
JASOX vs WCMLX Comparison
Open Charts JASOX vs WCMLX
JHancock New Opportunities A
Price$24.88
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets269.59M
WCM Small Cap Growth Institutional
Price$12.85
Change-$0.23 (-1.76%)
VolumeN/A
Net Assets43.42M
JASOX vs WCMLX Comparison Chart in %
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JASOX vs. WCMLX commentary
Aug 03, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JASOX has more cash in the bank: 270M vs. WCMLX (43.4M). 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 : 0.47 vs. JASOX (-2.16). WCMLX return over 5 years is better than : 20.21 vs. JASOX (4.41).
| 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 | -3.678 | -0.078 | 4,730% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 43.4M | 622% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.16 | 0.47 | -461% |
| Returns for 3 years | -2.28 | 14.02 | -16% |
| Returns for 5 years | 4.41 | 20.21 | 22% |
| Returns for 10 years | -6.14 | N/A | - |
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