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JGLYX vs WCMNX
JGLYX vs WCMNX Comparison
Open Charts JGLYX vs WCMNX
JPMorgan Small Cap Growth R4
Price$16.31
Change+$0.37 (+2.32%)
VolumeN/A
Net Assets3.08B
WCM Small Cap Growth Investor
Price$11.51
Change+$0.24 (+2.13%)
VolumeN/A
Net Assets41.58M
JGLYX vs WCMNX Comparison Chart
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JGLYX vs. WCMNX commentary
Apr 04, 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 JGLYX is a Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGLYX has more cash in the bank: 3.08B vs. WCMNX (41.6M). JGLYX pays higher dividends than WCMNX: JGLYX (0.84) vs WCMNX (0.00). JGLYX was incepted earlier than WCMNX: JGLYX (8 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than JGLYX (1.01). WCMNX is a more actively managed with annual turnover of: 48.00 vs. JGLYX (43.00). JGLYX has a lower initial minimum investment than WCMNX: JGLYX (0) vs WCMNX (1000). JGLYX annual gain was more profitable for investors over the last year : -5.94 vs. WCMNX (-11.68). WCMNX return over 5 years is better than : 57.62 vs. JGLYX (30.67).
| JGLYX | WCMNX | JGLYX / WCMNX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 1.01 | 2.11 | 48% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -9.590 | -11.190 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 41.6M | 7,409% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | -5.94 | -11.68 | 51% |
| Returns for 3 years | -9.96 | -8.52 | 117% |
| Returns for 5 years | 30.67 | 57.62 | 53% |
| Returns for 10 years | N/A | N/A | - |
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