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JSSOX vs WCMLX
JSSOX vs WCMLX Comparison
Open Charts JSSOX vs WCMLX
JHancock New Opportunities R2
Price$23.74
Change+$0.39 (+1.67%)
VolumeN/A
Net Assets260.01M
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
JSSOX vs WCMLX Comparison Chart
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JSSOX vs. WCMLX commentary
May 09, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSSOX has more cash in the bank: 260M vs. WCMLX (42.1M). JSSOX (0.00) and WCMLX (0.00) have matching dividends . JSSOX was incepted earlier than WCMLX: JSSOX (10 years) vs WCMLX (6 years). WCMLX (1.86) 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). JSSOX annual gain was more profitable for investors over the last year : -6.05 vs. WCMLX (-6.86). WCMLX return over 5 years is better than : 21.31 vs. JSSOX (10.73).
| JSSOX | WCMLX | JSSOX / WCMLX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.36 | 1.86 | 73% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -10.457 | -9.253 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 42.1M | 618% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.05 | -6.86 | 88% |
| Returns for 3 years | -5.21 | 15.89 | -33% |
| Returns for 5 years | 10.73 | 21.31 | 50% |
| Returns for 10 years | N/A | N/A | - |
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