Interact to see
Advertisement
Advertisement
JBSOX vs WCMNX
JBSOX vs WCMNX Comparison
Open Charts JBSOX vs WCMNX
JHancock New Opportunities C
Price$17.21
Change+$0.41 (+2.44%)
VolumeN/A
Net Assets243.33M
WCM Small Cap Growth Investor
Price$13.49
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets44.77M
JBSOX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBSOX vs. WCMNX 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 WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
JBSOX has more cash in the bank: 243M vs. WCMNX (44.8M). JBSOX (0.00) and WCMNX (0.00) have matching dividends . JBSOX was incepted earlier than WCMNX: JBSOX (10 years) vs WCMNX (6 years). WCMNX (2.04) and JBSOX (1.97) have similar cost to investors . WCMNX is a more actively managed with annual turnover of: 83.00 vs. JBSOX (15.00). JBSOX (1000) and WCMNX (1000) have matching initial minimum investment requirements. WCMNX annual gain was more profitable for investors over the last year : 4.52 vs. JBSOX (-27.41). WCMNX return over 5 years is better than : 15.60 vs. JBSOX (-28.05).
| JBSOX | WCMNX | JBSOX / WCMNX | |
| Total Expense Ratio | 1.96 | 1.24 | 158% |
| Annual Report Gross Expense Ratio | 1.97 | 2.04 | 97% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -26.704 | 5.674 | -471% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 4.52 | -606% |
| Returns for 3 years | -27.11 | 21.91 | -124% |
| Returns for 5 years | -28.05 | 15.60 | -180% |
| Returns for 10 years | -32.22 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement