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JGRQX vs WCMLX
JGRQX vs WCMLX Comparison
Open Charts JGRQX vs WCMLX
JPMorgan Small Cap Growth R3
Price$17.70
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets3.28B
WCM Small Cap Growth Institutional
Price$13.11
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets44.18M
JGRQX vs WCMLX Comparison Chart in %
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JGRQX vs. WCMLX commentary
Jul 29, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGRQX has more cash in the bank: 3.28B vs. WCMLX (44.2M). JGRQX pays higher dividends than WCMLX: JGRQX (0.53) vs WCMLX (0.00). JGRQX was incepted earlier than WCMLX: JGRQX (8 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JGRQX (1.29). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JGRQX (43.00). 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 : 0.23 vs. WCMLX (0.00). WCMLX return over 5 years is better than : 21.18 vs. JGRQX (-10.71).
| JGRQX | WCMLX | JGRQX / WCMLX | |
| Total Expense Ratio | 1.24 | 0.99 | 125% |
| Annual Report Gross Expense Ratio | 1.29 | 1.79 | 72% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 0.113 | 1.866 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 44.2M | 7,419% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 0.23 | 0.00 | - |
| Returns for 3 years | 15.00 | 16.76 | 89% |
| Returns for 5 years | -10.71 | 21.18 | -51% |
| Returns for 10 years | N/A | N/A | - |
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