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JSSOX vs WCMNX
JSSOX vs WCMNX Comparison
Open Charts JSSOX vs WCMNX
JHancock New Opportunities R2
Price$25.23
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets272.94M
WCM Small Cap Growth Investor
Price$12.59
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets42.97M
JSSOX vs WCMNX Comparison Chart in %
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JSSOX vs. WCMNX commentary
Jul 15, 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: 273M vs. WCMNX (43M). 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 : -1.18 vs. JSSOX (-1.45). WCMNX return over 5 years is better than : 17.93 vs. JSSOX (7.72).
| 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 | -2.750 | -1.024 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 43M | 635% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.45 | -1.18 | 123% |
| Returns for 3 years | 5.90 | 21.94 | 27% |
| Returns for 5 years | 7.72 | 17.93 | 43% |
| Returns for 10 years | -7.52 | N/A | - |
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