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Analysis and predictions JSSOX vs WCMNX
JSSOX vs WCMNX Comparison
Open Charts JSSOX vs WCMNX
JHancock New Opportunities R2
Price$23.64
Change+$0.57 (+2.47%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$11.40
Change+$0.30 (+2.70%)
VolumeN/A
CapitalizationN/A
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JSSOX vs WCMNX Comparison Chart
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JSSOX vs. WCMNX commentary
Dec 02, 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 Hold and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
JSSOX has more cash in the bank: 275M vs. WCMNX (35.1M). JSSOX (0.00) and WCMNX (0.00) have matching dividends . JSSOX was incepted earlier than WCMNX: JSSOX (9 years) vs WCMNX (4 years). WCMNX (2.19) is less costly to investors than JSSOX (1.34). WCMNX is a more actively managed with annual turnover of: 45.00 vs. JSSOX (24.00). 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 : 1.79 vs. JSSOX (-10.15).
| JSSOX | WCMNX | JSSOX / WCMNX | |
| Total Expense Ratio | 1.33 | 1.24 | 107% |
| Annual Report Gross Expense Ratio | 1.34 | 2.19 | 61% |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | 5.914 | 8.057 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 35.1M | 783% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.15 | 1.79 | -568% |
| Returns for 3 years | -14.34 | -15.37 | 93% |
| Returns for 5 years | -13.94 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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