Interact to see
Advertisement
Advertisement
JHSOX vs WCMNX
JHSOX vs WCMNX Comparison
Open Charts JHSOX vs WCMNX
JHancock New Opportunities I
Price$25.93
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets269.59M
WCM Small Cap Growth Investor
Price$12.76
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.74M
JHSOX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHSOX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHSOX has more cash in the bank: 270M vs. WCMNX (43.7M). 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 : 6.30 vs. JHSOX (5.94). WCMNX return over 5 years is better than : 14.45 vs. JHSOX (3.23).
| 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 | -1.672 | 1.103 | -152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| 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 | 6.30 | 94% |
| Returns for 3 years | -3.29 | 11.95 | -28% |
| Returns for 5 years | 3.23 | 14.45 | 22% |
| Returns for 10 years | -2.37 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers