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JWSOX vs WCMLX
JWSOX vs WCMLX Comparison
Open Charts JWSOX vs WCMLX
JHancock New Opportunities R6
Price$26.03
Change-$0.09 (-0.34%)
VolumeN/A
Net Assets269.59M
WCM Small Cap Growth Institutional
Price$12.84
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets43.03M
JWSOX vs WCMLX Comparison Chart in %
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JWSOX vs. WCMLX commentary
Aug 10, 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 JWSOX is a StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JWSOX has more cash in the bank: 270M vs. WCMLX (43M). JWSOX (0.00) and WCMLX (0.00) have matching dividends . JWSOX was incepted earlier than WCMLX: JWSOX (10 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JWSOX (0.86). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JWSOX (15.00). WCMLX has a lower initial minimum investment than JWSOX: WCMLX (100000) vs JWSOX (1000000). WCMLX annual gain was more profitable for investors over the last year : 3.46 vs. JWSOX (2.84). WCMLX return over 5 years is better than : 14.44 vs. JWSOX (3.75).
| JWSOX | WCMLX | JWSOX / WCMLX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.86 | 1.79 | 48% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -1.774 | -0.156 | 1,140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 43M | 628% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.84 | 3.46 | 82% |
| Returns for 3 years | -0.91 | 12.83 | -7% |
| Returns for 5 years | 3.75 | 14.44 | 26% |
| Returns for 10 years | -0.66 | N/A | - |
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