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JUSOX vs WCMLX
JUSOX vs WCMLX Comparison
Open Charts JUSOX vs WCMLX
JHancock New Opportunities R4
Price$23.96
Change-$0.15 (-0.62%)
VolumeN/A
Net Assets262.46M
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
JUSOX vs WCMLX Comparison Chart
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JUSOX vs. WCMLX commentary
May 11, 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 JUSOX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JUSOX has more cash in the bank: 262M vs. WCMLX (42M). JUSOX (0.00) and WCMLX (0.00) have matching dividends . JUSOX was incepted earlier than WCMLX: JUSOX (10 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than JUSOX (1.21). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JUSOX (15.00). JUSOX has a lower initial minimum investment than WCMLX: JUSOX (0) vs WCMLX (100000). JUSOX annual gain was more profitable for investors over the last year : -3.52 vs. WCMLX (-6.97). WCMLX return over 5 years is better than : 22.04 vs. JUSOX (15.25).
| JUSOX | WCMLX | JUSOX / WCMLX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.21 | 1.86 | 65% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -7.977 | -8.709 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 42M | 624% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.52 | -6.97 | 51% |
| Returns for 3 years | 1.77 | 14.99 | 12% |
| Returns for 5 years | 15.25 | 22.04 | 69% |
| Returns for 10 years | N/A | N/A | - |
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