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JISOX vs WCMNX
JISOX vs WCMNX Comparison
Open Charts JISOX vs WCMNX
JHancock New Opportunities 1
Price$25.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets269.59M
WCM Small Cap Growth Investor
Price$12.99
Change-$0.08 (-0.61%)
VolumeN/A
Net Assets44.09M
JISOX vs WCMNX Comparison Chart in %
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JISOX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JISOX has more cash in the bank: 270M vs. WCMNX (44.1M). JISOX (0.00) and WCMNX (0.00) have matching dividends . JISOX was incepted earlier than WCMNX: JISOX (20 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than JISOX (0.85). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JISOX (15.00). JISOX has a lower initial minimum investment than WCMNX: JISOX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : 2.93 vs. JISOX (-1.45). WCMNX return over 5 years is better than : 15.98 vs. JISOX (1.65).
| JISOX | WCMNX | JISOX / WCMNX | |
| Total Expense Ratio | 0.84 | 1.24 | 68% |
| Annual Report Gross Expense Ratio | 0.85 | 2.04 | 42% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | -3.479 | 2.364 | -147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 2.93 | -50% |
| Returns for 3 years | -6.66 | 8.52 | -78% |
| Returns for 5 years | 1.65 | 15.98 | 10% |
| Returns for 10 years | -1.98 | N/A | - |
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