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JBSOX vs WCMLX
JBSOX vs WCMLX Comparison
Open Charts JBSOX vs WCMLX
JHancock New Opportunities C
Price$17.21
Change+$0.41 (+2.44%)
VolumeN/A
Net Assets243.33M
WCM Small Cap Growth Institutional
Price$13.69
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets44.77M
JBSOX vs WCMLX Comparison Chart in %
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JBSOX vs. WCMLX commentary
Aug 30, 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 Hold and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
JBSOX has more cash in the bank: 243M vs. WCMLX (44.8M). 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 : 4.77 vs. JBSOX (-27.41). WCMLX return over 5 years is better than : 17.13 vs. JBSOX (-28.05).
| 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 | -26.704 | 5.832 | -458% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 44.8M | 542% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -27.41 | 4.77 | -574% |
| Returns for 3 years | -27.11 | 22.83 | -119% |
| Returns for 5 years | -28.05 | 17.13 | -164% |
| Returns for 10 years | -32.22 | N/A | - |