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JSSOX vs WCMLX
JSSOX vs WCMLX Comparison
Open Charts JSSOX vs WCMLX
JHancock New Opportunities R2
Price$25.45
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets276.97M
WCM Small Cap Growth Institutional
Price$12.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets43.45M
JSSOX vs WCMLX Comparison Chart in %
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JSSOX vs. WCMLX commentary
Jul 12, 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: 277M vs. WCMLX (43.5M). 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 : 4.04 vs. JSSOX (3.72). WCMLX return over 5 years is better than : 24.30 vs. JSSOX (12.10).
| 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 | -1.665 | 0.233 | -714% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 43.5M | 637% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.72 | 4.04 | 92% |
| Returns for 3 years | 7.22 | 24.06 | 30% |
| Returns for 5 years | 12.10 | 24.30 | 50% |
| Returns for 10 years | -7.00 | N/A | - |
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