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Compare predictions JSSOX vs WCMLX
JSSOX vs WCMLX Comparison
Open Charts JSSOX vs WCMLX
JHancock New Opportunities R2
Price$23.76
Change+$0.14 (+0.59%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$11.49
Change+$0.05 (+0.44%)
VolumeN/A
CapitalizationN/A
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JSSOX vs WCMLX Comparison Chart
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JSSOX vs. WCMLX commentary
Dec 10, 2023
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 Hold.
FUNDAMENTALS
Fundamentals
JSSOX has more cash in the bank: 282M vs. WCMLX (36.7M). JSSOX (0.00) and WCMLX (0.00) have matching dividends . JSSOX was incepted earlier than WCMLX: JSSOX (9 years) vs WCMLX (4 years). WCMLX (1.94) is less costly to investors than JSSOX (1.34). WCMLX is a more actively managed with annual turnover of: 45.00 vs. JSSOX (24.00). 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 : 4.84 vs. JSSOX (-6.09).
| JSSOX | WCMLX | JSSOX / WCMLX | |
| Total Expense Ratio | 1.33 | 0.99 | 134% |
| Annual Report Gross Expense Ratio | 1.34 | 1.94 | 69% |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | 6.452 | 7.989 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 36.7M | 768% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.09 | 4.84 | -126% |
| Returns for 3 years | -16.38 | -18.05 | 91% |
| Returns for 5 years | -7.86 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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