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JBSOX vs WCMNX
JBSOX vs WCMNX Comparison
Open Charts JBSOX vs WCMNX
JHancock New Opportunities C
Price$21.54
Change+$0.36 (+1.70%)
VolumeN/A
Net Assets260.01M
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
JBSOX vs WCMNX Comparison Chart
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JBSOX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JBSOX has more cash in the bank: 260M vs. WCMNX (42.1M). JBSOX (0.00) and WCMNX (0.00) have matching dividends . JBSOX was incepted earlier than WCMNX: JBSOX (10 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than JBSOX (1.97). 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. JBSOX annual gain was more profitable for investors over the last year : -5.45 vs. WCMNX (-7.10). WCMNX return over 5 years is better than : 19.77 vs. JBSOX (5.79).
| JBSOX | WCMNX | JBSOX / WCMNX | |
| Total Expense Ratio | 1.96 | 1.24 | 158% |
| Annual Report Gross Expense Ratio | 1.97 | 2.11 | 93% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -9.796 | -9.299 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -7.10 | 77% |
| Returns for 3 years | -2.80 | 14.99 | -19% |
| Returns for 5 years | 5.79 | 19.77 | 29% |
| Returns for 10 years | N/A | N/A | - |
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