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JGRQX vs WCMLX
JGRQX vs WCMLX Comparison
Open Charts JGRQX vs WCMLX
JPMorgan Small Cap Growth R3
Price$18.52
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets3.71B
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.57M
JGRQX vs WCMLX Comparison Chart
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JGRQX vs. WCMLX commentary
Jan 19, 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 JGRQX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGRQX has more cash in the bank: 3.71B vs. WCMLX (41.6M). JGRQX (0.00) and WCMLX (0.00) have matching dividends . JGRQX was incepted earlier than WCMLX: JGRQX (7 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JGRQX (33.00). JGRQX has a lower initial minimum investment than WCMLX: JGRQX (0) vs WCMLX (100000). JGRQX annual gain was more profitable for investors over the last year : 22.39 vs. WCMLX (11.89). WCMLX return over 5 years is better than : 23.03 vs. JGRQX (2.91).
| JGRQX | WCMLX | JGRQX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 4.692 | 4.666 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 41.6M | 8,916% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 22.39 | 11.89 | 188% |
| Returns for 3 years | 2.34 | 7.77 | 30% |
| Returns for 5 years | 2.91 | 23.03 | 13% |
| Returns for 10 years | N/A | N/A | - |
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