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JBSOX vs WCMLX
JBSOX vs WCMLX Comparison
Open Charts JBSOX vs WCMLX
JHancock New Opportunities C
Price$23.01
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets269.59M
WCM Small Cap Growth Institutional
Price$13.01
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets44.19M
JBSOX vs WCMLX Comparison Chart in %
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JBSOX vs. WCMLX commentary
Aug 06, 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 JBSOX is a StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JBSOX has more cash in the bank: 270M vs. WCMLX (44.2M). JBSOX (0.00) and WCMLX (0.00) have matching dividends . JBSOX was incepted earlier than WCMLX: JBSOX (10 years) vs WCMLX (6 years). JBSOX (1.97) is less costly to investors than WCMLX (1.79). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JBSOX (15.00). JBSOX has a lower initial minimum investment than WCMLX: JBSOX (1000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 4.05 vs. JBSOX (-0.27). WCMLX return over 5 years is better than : 15.25 vs. JBSOX (-5.26).
| JBSOX | WCMLX | JBSOX / WCMLX | |
| Total Expense Ratio | 1.96 | 0.99 | 198% |
| Annual Report Gross Expense Ratio | 1.97 | 1.79 | 110% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -4.131 | -0.078 | 5,313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 44.2M | 611% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.27 | 4.05 | -7% |
| Returns for 3 years | -8.87 | 11.35 | -78% |
| Returns for 5 years | -5.26 | 15.25 | -35% |
| Returns for 10 years | -14.35 | N/A | - |
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