Interact to see
Advertisement
Advertisement
JSSOX vs WCMLX
JSSOX vs WCMLX Comparison
Open Charts JSSOX vs WCMLX
JHancock New Opportunities R2
Price$19.67
Change+$0.47 (+2.45%)
VolumeN/A
Net Assets243.33M
WCM Small Cap Growth Institutional
Price$13.69
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets44.77M
JSSOX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSSOX vs. WCMLX 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 JSSOX is a Hold and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
JSSOX has more cash in the bank: 243M vs. WCMLX (44.8M). JSSOX (0.00) and WCMLX (0.00) have matching dividends . JSSOX was incepted earlier than WCMLX: JSSOX (10 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JSSOX (1.36). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JSSOX (15.00). JSSOX has a lower initial minimum investment than WCMLX: JSSOX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 4.77 vs. JSSOX (-24.23). WCMLX return over 5 years is better than : 17.13 vs. JSSOX (-21.35).
| JSSOX | WCMLX | JSSOX / WCMLX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.36 | 1.79 | 76% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -23.819 | 5.832 | -408% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| 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 | -24.23 | 4.77 | -508% |
| Returns for 3 years | -21.98 | 22.83 | -96% |
| Returns for 5 years | -21.35 | 17.13 | -125% |
| Returns for 10 years | -22.31 | N/A | - |