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JSSOX vs WCMNX
JSSOX vs WCMNX Comparison
Open Charts JSSOX vs WCMNX
JHancock New Opportunities R2
Price$23.74
Change+$0.39 (+1.67%)
VolumeN/A
Net Assets260.01M
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
JSSOX vs WCMNX Comparison Chart
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JSSOX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSSOX has more cash in the bank: 260M vs. WCMNX (42.1M). JSSOX (0.00) and WCMNX (0.00) have matching dividends . JSSOX was incepted earlier than WCMNX: JSSOX (10 years) vs WCMNX (6 years). WCMNX (2.11) 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). JSSOX annual gain was more profitable for investors over the last year : -6.05 vs. WCMNX (-7.10). WCMNX return over 5 years is better than : 19.77 vs. JSSOX (10.73).
| JSSOX | WCMNX | JSSOX / WCMNX | |
| Total Expense Ratio | 1.35 | 1.24 | 109% |
| Annual Report Gross Expense Ratio | 1.36 | 2.11 | 64% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -10.457 | -9.299 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -7.10 | 85% |
| Returns for 3 years | -5.21 | 14.99 | -35% |
| Returns for 5 years | 10.73 | 19.77 | 54% |
| Returns for 10 years | N/A | N/A | - |
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