Interact to see
Advertisement
Advertisement
JISOX vs WCMLX
JISOX vs WCMLX Comparison
Open Charts JISOX vs WCMLX
JHancock New Opportunities 1
Price$25.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets269.59M
WCM Small Cap Growth Institutional
Price$13.18
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets44.09M
JISOX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JISOX vs. WCMLX commentary
Aug 17, 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 JISOX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JISOX has more cash in the bank: 270M vs. WCMLX (44.1M). JISOX (0.00) and WCMLX (0.00) have matching dividends . JISOX was incepted earlier than WCMLX: JISOX (20 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JISOX (0.85). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JISOX (15.00). JISOX has a lower initial minimum investment than WCMLX: JISOX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 3.13 vs. JISOX (-1.45). WCMLX return over 5 years is better than : 17.47 vs. JISOX (1.65).
| JISOX | WCMLX | JISOX / WCMLX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.85 | 1.79 | 47% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | -3.479 | 2.488 | -140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 44.1M | 612% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.45 | 3.13 | -46% |
| Returns for 3 years | -6.66 | 9.38 | -71% |
| Returns for 5 years | 1.65 | 17.47 | 9% |
| Returns for 10 years | -1.98 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement