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JDSCX vs WCMNX
JDSCX vs WCMNX Comparison
Open Charts JDSCX vs WCMNX
JPMorgan Small Cap Blend I
Price$30.41
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets1.42B
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
JDSCX vs WCMNX Comparison Chart
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JDSCX 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 JDSCX is a Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDSCX has more cash in the bank: 1.42B vs. WCMNX (42M). JDSCX pays higher dividends than WCMNX: JDSCX (0.99) vs WCMNX (0.00). JDSCX was incepted earlier than WCMNX: JDSCX (26 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than JDSCX (1.02). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JDSCX (39.00). WCMNX has a lower initial minimum investment than JDSCX: WCMNX (1000) vs JDSCX (1000000). JDSCX annual gain was more profitable for investors over the last year : -2.48 vs. WCMNX (-7.21). JDSCX return over 5 years is better than : 43.99 vs. WCMNX (20.50).
| JDSCX | WCMNX | JDSCX / WCMNX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 1.02 | 2.11 | 48% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | -8.238 | -8.747 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -7.21 | 34% |
| Returns for 3 years | 17.42 | 14.20 | 123% |
| Returns for 5 years | 43.99 | 20.50 | 215% |
| Returns for 10 years | 14.80 | N/A | - |
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