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JBSOX vs WCMNX
JBSOX vs WCMNX Comparison
Open Charts JBSOX vs WCMNX
JHancock New Opportunities C
Price$23.01
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets269.59M
WCM Small Cap Growth Investor
Price$12.83
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets44.19M
JBSOX vs WCMNX Comparison Chart in %
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JBSOX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JBSOX has more cash in the bank: 270M vs. WCMNX (44.2M). 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 : 3.85 vs. JBSOX (-0.27). WCMNX return over 5 years is better than : 13.73 vs. JBSOX (-5.26).
| 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 | -4.131 | -0.158 | 2,621% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 3.85 | -7% |
| Returns for 3 years | -8.87 | 10.56 | -84% |
| Returns for 5 years | -5.26 | 13.73 | -38% |
| Returns for 10 years | -14.35 | N/A | - |
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