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JGMRX vs WCMNX
JGMRX vs WCMNX Comparison
Open Charts JGMRX vs WCMNX
Janus Henderson Triton R
Price$19.42
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets6.03B
WCM Small Cap Growth Investor
Price$10.15
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets36.82M
JGMRX vs WCMNX Comparison Chart
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JGMRX vs. WCMNX commentary
Apr 09, 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 JGMRX is a Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGMRX has more cash in the bank: 6.03B vs. WCMNX (36.8M). JGMRX (0.00) and WCMNX (0.00) have matching dividends . JGMRX was incepted earlier than WCMNX: JGMRX (16 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than JGMRX (1.41). WCMNX is a more actively managed with annual turnover of: 48.00 vs. JGMRX (19.00). WCMNX has a lower initial minimum investment than JGMRX: WCMNX (1000) vs JGMRX (2500). JGMRX annual gain was more profitable for investors over the last year : -17.99 vs. WCMNX (-20.45). WCMNX return over 5 years is better than : 23.63 vs. JGMRX (-12.17).
| JGMRX | WCMNX | JGMRX / WCMNX | |
| Total Expense Ratio | 1.41 | 1.24 | 114% |
| Annual Report Gross Expense Ratio | 1.41 | 2.11 | 67% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | -15.931 | -20.016 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 36.8M | 16,383% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.99 | -20.45 | 88% |
| Returns for 3 years | -29.07 | -13.40 | 217% |
| Returns for 5 years | -12.17 | 23.63 | -51% |
| Returns for 10 years | -21.41 | N/A | - |
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