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JGMIX vs WCMLX
JGMIX vs WCMLX Comparison
Open Charts JGMIX vs WCMLX
Janus Henderson Triton S
Price$21.85
Change+$1.78 (+8.87%)
VolumeN/A
Net Assets5.55B
WCM Small Cap Growth Institutional
Price$11.08
Change+$1.06 (+10.58%)
VolumeN/A
Net Assets39.93M
JGMIX vs WCMLX Comparison Chart
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JGMIX vs. WCMLX commentary
Apr 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 JGMIX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGMIX has more cash in the bank: 5.55B vs. WCMLX (39.9M). JGMIX (0.00) and WCMLX (0.00) have matching dividends . JGMIX was incepted earlier than WCMLX: JGMIX (16 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than JGMIX (1.16). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JGMIX (19.00). JGMIX has a lower initial minimum investment than WCMLX: JGMIX (2500) vs WCMLX (100000). JGMIX annual gain was more profitable for investors over the last year : -20.33 vs. WCMLX (-23.04). WCMLX return over 5 years is better than : 17.47 vs. JGMIX (-14.16).
| JGMIX | WCMLX | JGMIX / WCMLX | |
| Total Expense Ratio | 1.16 | 0.99 | 117% |
| Annual Report Gross Expense Ratio | 1.16 | 1.86 | 62% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | -18.048 | -22.084 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 39.9M | 13,905% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -20.33 | -23.04 | 88% |
| Returns for 3 years | -29.60 | -15.01 | 197% |
| Returns for 5 years | -14.16 | 17.47 | -81% |
| Returns for 10 years | -19.53 | N/A | - |
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