Interact to see
Advertisement
Advertisement
JHSOX vs WCMLX
JHSOX vs WCMLX Comparison
Open Charts JHSOX vs WCMLX
JHancock New Opportunities I
Price$20.24
Change+$0.49 (+2.48%)
VolumeN/A
Net Assets243.33M
WCM Small Cap Growth Institutional
Price$13.69
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets44.77M
JHSOX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHSOX vs. WCMLX commentary
Aug 29, 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 JHSOX is a Hold and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
JHSOX has more cash in the bank: 243M vs. WCMLX (44.8M). JHSOX (0.00) and WCMLX (0.00) have matching dividends . JHSOX was incepted earlier than WCMLX: JHSOX (10 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JHSOX (0.97). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JHSOX (15.00). WCMLX has a lower initial minimum investment than JHSOX: WCMLX (100000) vs JHSOX (250000). WCMLX annual gain was more profitable for investors over the last year : 4.77 vs. JHSOX (-23.36). WCMLX return over 5 years is better than : 17.13 vs. JHSOX (-19.33).
| JHSOX | WCMLX | JHSOX / WCMLX | |
| Total Expense Ratio | 0.96 | 0.99 | 97% |
| Annual Report Gross Expense Ratio | 0.97 | 1.79 | 54% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -23.100 | 5.832 | -396% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| 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 | -23.36 | 4.77 | -489% |
| Returns for 3 years | -20.47 | 22.83 | -90% |
| Returns for 5 years | -19.33 | 17.13 | -113% |
| Returns for 10 years | -19.72 | N/A | - |