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JUSOX vs WCMNX
JUSOX vs WCMNX Comparison
Open Charts JUSOX vs WCMNX
JHancock New Opportunities R4
Price$23.96
Change-$0.15 (-0.62%)
VolumeN/A
Net Assets262.46M
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
JUSOX vs WCMNX Comparison Chart
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JUSOX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JUSOX has more cash in the bank: 262M vs. WCMNX (42M). JUSOX (0.00) and WCMNX (0.00) have matching dividends . JUSOX was incepted earlier than WCMNX: JUSOX (10 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than JUSOX (1.21). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JUSOX (15.00). JUSOX has a lower initial minimum investment than WCMNX: JUSOX (0) vs WCMNX (1000). JUSOX annual gain was more profitable for investors over the last year : -4.12 vs. WCMNX (-7.21). WCMNX return over 5 years is better than : 20.50 vs. JUSOX (14.53).
| JUSOX | WCMNX | JUSOX / WCMNX | |
| Total Expense Ratio | 1.10 | 1.24 | 89% |
| Annual Report Gross Expense Ratio | 1.21 | 2.11 | 57% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -8.550 | -8.747 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -4.12 | -7.21 | 57% |
| Returns for 3 years | 1.14 | 14.20 | 8% |
| Returns for 5 years | 14.53 | 20.50 | 71% |
| Returns for 10 years | N/A | N/A | - |
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