Ad is loading...
JGMAX vs WCMNX
JGMAX vs WCMNX Comparison
Open Charts JGMAX vs WCMNX
Janus Henderson Triton A
Price$25.05
Change-$0.65 (-2.53%)
VolumeN/A
Net Assets6.36B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
JGMAX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JGMAX vs. WCMNX commentary
Feb 23, 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 JGMAX is a Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGMAX has more cash in the bank: 6.36B vs. WCMNX (40.2M). JGMAX (0.00) and WCMNX (0.00) have matching dividends . JGMAX was incepted earlier than WCMNX: JGMAX (16 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. JGMAX (19.00). WCMNX has a lower initial minimum investment than JGMAX: WCMNX (1000) vs JGMAX (2500). JGMAX annual gain was more profitable for investors over the last year : 0.04 vs. WCMNX (-1.65). WCMNX return over 5 years is better than : 13.84 vs. JGMAX (-17.98).
| JGMAX | WCMNX | JGMAX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 0.280 | -1.497 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.36B | 40.2M | 15,831% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.04 | -1.65 | -2% |
| Returns for 3 years | -11.55 | 6.38 | -181% |
| Returns for 5 years | -17.98 | 13.84 | -130% |
| Returns for 10 years | 2.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EILGX | 18.48 | -0.18 | -0.96% |
| Eaton Vance Atlanta Capital Focused Gr I | |||
| BSPAX | 704.07 | -12.20 | -1.70% |
| iShares S&P 500 Index Investor A | |||
| NDVAX | 17.87 | -0.38 | -2.08% |
| MFS New Discovery Value A | |||
| SBHCX | 12.41 | -0.32 | -2.51% |
| Segall Bryant & Hamill Small Cap Cre Ret | |||
| IJSIX | 16.27 | -0.47 | -2.81% |
| VY® JPMorgan Small Cap Core Equity I | |||