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JGRQX vs WCMLX
JGRQX vs WCMLX Comparison
Open Charts JGRQX vs WCMLX
JPMorgan Small Cap Growth R3
Price$18.06
Change-$0.38 (-2.06%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
JGRQX vs WCMLX Comparison Chart
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JGRQX vs. WCMLX commentary
Nov 18, 2024
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: 3.69B vs. WCMLX (40.7M). 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 : 31.25 vs. WCMLX (20.96). WCMLX return over 5 years is better than : 30.30 vs. JGRQX (2.84).
| 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 | 14.231 | 8.110 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 40.7M | 9,076% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 31.25 | 20.96 | 149% |
| Returns for 3 years | -31.46 | -17.51 | 180% |
| Returns for 5 years | 2.84 | 30.30 | 9% |
| Returns for 10 years | N/A | N/A | - |
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