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JBSOX vs WCMLX
JBSOX vs WCMLX Comparison
Open Charts JBSOX vs WCMLX
JHancock New Opportunities C
Price$21.54
Change+$0.36 (+1.70%)
VolumeN/A
Net Assets260.01M
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
JBSOX vs WCMLX Comparison Chart
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JBSOX vs. WCMLX commentary
May 09, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JBSOX has more cash in the bank: 260M vs. WCMLX (42.1M). 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 (1.86). 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). JBSOX annual gain was more profitable for investors over the last year : -5.45 vs. WCMLX (-6.86). WCMLX return over 5 years is better than : 21.31 vs. JBSOX (5.79).
| JBSOX | WCMLX | JBSOX / WCMLX | |
| Total Expense Ratio | 1.96 | 0.99 | 198% |
| Annual Report Gross Expense Ratio | 1.97 | 1.86 | 106% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -9.796 | -9.253 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 42.1M | 618% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.45 | -6.86 | 79% |
| Returns for 3 years | -2.80 | 15.89 | -18% |
| Returns for 5 years | 5.79 | 21.31 | 27% |
| Returns for 10 years | N/A | N/A | - |
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