Interact to see
Advertisement
Advertisement
JSSOX vs WCMNX
JSSOX vs WCMNX Comparison
Open Charts JSSOX vs WCMNX
JHancock New Opportunities R2
Price$19.67
Change+$0.47 (+2.45%)
VolumeN/A
Net Assets243.33M
WCM Small Cap Growth Investor
Price$13.49
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets44.77M
JSSOX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSSOX vs. WCMNX commentary
Aug 30, 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 WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
JSSOX has more cash in the bank: 243M vs. WCMNX (44.8M). JSSOX (0.00) and WCMNX (0.00) have matching dividends . JSSOX was incepted earlier than WCMNX: JSSOX (10 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than JSSOX (1.36). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JSSOX (15.00). JSSOX has a lower initial minimum investment than WCMNX: JSSOX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : 4.52 vs. JSSOX (-24.23). WCMNX return over 5 years is better than : 15.60 vs. JSSOX (-21.35).
| JSSOX | WCMNX | JSSOX / WCMNX | |
| Total Expense Ratio | 1.35 | 1.24 | 109% |
| Annual Report Gross Expense Ratio | 1.36 | 2.04 | 67% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -23.819 | 5.674 | -420% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 4.52 | -536% |
| Returns for 3 years | -21.98 | 21.91 | -100% |
| Returns for 5 years | -21.35 | 15.60 | -137% |
| Returns for 10 years | -22.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement