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JWSOX vs WCMNX
JWSOX vs WCMNX Comparison
Open Charts JWSOX vs WCMNX
JHancock New Opportunities R6
Price$26.03
Change-$0.09 (-0.34%)
VolumeN/A
Net Assets269.59M
WCM Small Cap Growth Investor
Price$12.65
Change-$0.09 (-0.71%)
VolumeN/A
Net Assets43.03M
JWSOX vs WCMNX Comparison Chart in %
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JWSOX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JWSOX has more cash in the bank: 270M vs. WCMNX (43M). JWSOX (0.00) and WCMNX (0.00) have matching dividends . JWSOX was incepted earlier than WCMNX: JWSOX (10 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than JWSOX (0.86). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JWSOX (15.00). WCMNX has a lower initial minimum investment than JWSOX: WCMNX (1000) vs JWSOX (1000000). WCMNX annual gain was more profitable for investors over the last year : 3.10 vs. JWSOX (2.84). WCMNX return over 5 years is better than : 12.85 vs. JWSOX (3.75).
| JWSOX | WCMNX | JWSOX / WCMNX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 2.04 | 42% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -1.774 | -0.315 | 563% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | 3.10 | 92% |
| Returns for 3 years | -0.91 | 11.95 | -8% |
| Returns for 5 years | 3.75 | 12.85 | 29% |
| Returns for 10 years | -0.66 | N/A | - |
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