JASOX
Price
$24.88
Change
-$0.02 (-0.08%)
Updated
Aug 1 closing price
Net Assets
269.59M
WCMNX
Price
$12.67
Change
-$0.22 (-1.71%)
Updated
Aug 1 closing price
Net Assets
43.42M
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JASOX vs WCMNX

Header iconJASOX vs WCMNX Comparison
Open Charts JASOX vs WCMNXBanner chart's image
JHancock New Opportunities A
Price$24.88
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets269.59M
WCM Small Cap Growth Investor
Price$12.67
Change-$0.22 (-1.71%)
VolumeN/A
Net Assets43.42M
JASOX vs WCMNX Comparison Chart in %
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JASOX vs. WCMNX 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 WCMNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JASOX has more cash in the bank: 270M vs. WCMNX (43.4M). JASOX (0.00) and WCMNX (0.00) have matching dividends . JASOX was incepted earlier than WCMNX: JASOX (10 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than JASOX (1.22). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JASOX (15.00). JASOX (1000) and WCMNX (1000) have matching initial minimum investment requirements. WCMNX annual gain was more profitable for investors over the last year : 0.24 vs. JASOX (-2.16). WCMNX return over 5 years is better than : 18.74 vs. JASOX (4.41).
JASOXWCMNXJASOX / WCMNX
Total Expense Ratio1.211.2498%
Annual Report Gross Expense Ratio1.222.0460%
Fund Existence10 years6 years-
Gain YTD-3.678-0.1582,334%
Front Load5%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets270M43.4M622%
Annual Yield % from dividends0.000.00-
Returns for 1 year-2.160.24-911%
Returns for 3 years-2.2813.23-17%
Returns for 5 years4.4118.7424%
Returns for 10 years-6.14N/A-
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