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JDSCX vs WCMLX
JDSCX vs WCMLX Comparison
Open Charts JDSCX vs WCMLX
JPMorgan Small Cap Blend I
Price$30.41
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets1.42B
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
JDSCX vs WCMLX Comparison Chart
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JDSCX 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 JDSCX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDSCX has more cash in the bank: 1.42B vs. WCMLX (42M). JDSCX pays higher dividends than WCMLX: JDSCX (0.99) vs WCMLX (0.00). JDSCX was incepted earlier than WCMLX: JDSCX (26 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than JDSCX (1.02). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JDSCX (39.00). WCMLX has a lower initial minimum investment than JDSCX: WCMLX (100000) vs JDSCX (1000000). JDSCX annual gain was more profitable for investors over the last year : -2.48 vs. WCMLX (-6.97). JDSCX return over 5 years is better than : 43.99 vs. WCMLX (22.04).
| JDSCX | WCMLX | JDSCX / WCMLX | |
| Total Expense Ratio | 0.99 | 0.99 | 100% |
| Annual Report Gross Expense Ratio | 1.02 | 1.86 | 55% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | -8.238 | -8.709 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 42M | 3,376% |
| Annual Yield % from dividends | 0.99 | 0.00 | - |
| Returns for 1 year | -2.48 | -6.97 | 36% |
| Returns for 3 years | 17.42 | 14.99 | 116% |
| Returns for 5 years | 43.99 | 22.04 | 200% |
| Returns for 10 years | 14.80 | N/A | - |
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