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JHSOX vs WCMLX
JHSOX vs WCMLX Comparison
Open Charts JHSOX vs WCMLX
JHancock New Opportunities I
Price$25.93
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets269.59M
WCM Small Cap Growth Institutional
Price$12.92
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets43.74M
JHSOX vs WCMLX Comparison Chart in %
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JHSOX vs. WCMLX commentary
Aug 08, 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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHSOX has more cash in the bank: 270M vs. WCMLX (43.7M). 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 : 7.56 vs. JHSOX (5.94). WCMLX return over 5 years is better than : 15.42 vs. JHSOX (3.23).
| 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 | -1.672 | 0.700 | -239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 43.7M | 618% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.94 | 7.56 | 79% |
| Returns for 3 years | -3.29 | 11.25 | -29% |
| Returns for 5 years | 3.23 | 15.42 | 21% |
| Returns for 10 years | -2.37 | N/A | - |
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