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JHSOX vs WCMNX
JHSOX vs WCMNX Comparison
Open Charts JHSOX vs WCMNX
JHancock New Opportunities I
Price$20.24
Change+$0.49 (+2.48%)
VolumeN/A
Net Assets243.33M
WCM Small Cap Growth Investor
Price$13.49
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets44.77M
JHSOX vs WCMNX Comparison Chart in %
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JHSOX vs. WCMNX 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 WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
JHSOX has more cash in the bank: 243M vs. WCMNX (44.8M). JHSOX (0.00) and WCMNX (0.00) have matching dividends . JHSOX was incepted earlier than WCMNX: JHSOX (10 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than JHSOX (0.97). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JHSOX (15.00). WCMNX has a lower initial minimum investment than JHSOX: WCMNX (1000) vs JHSOX (250000). WCMNX annual gain was more profitable for investors over the last year : 4.52 vs. JHSOX (-23.36). WCMNX return over 5 years is better than : 15.60 vs. JHSOX (-19.33).
| JHSOX | WCMNX | JHSOX / WCMNX | |
| Total Expense Ratio | 0.96 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 0.97 | 2.04 | 48% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -23.100 | 5.674 | -407% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| 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 | 4.52 | -517% |
| Returns for 3 years | -20.47 | 21.91 | -93% |
| Returns for 5 years | -19.33 | 15.60 | -124% |
| Returns for 10 years | -19.72 | N/A | - |
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