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JGRQX vs WCMLX
JGRQX vs WCMLX Comparison
Open Charts JGRQX vs WCMLX
JPMorgan Small Cap Growth R3
Price$15.01
Change+$1.45 (+10.69%)
VolumeN/A
Net Assets2.67B
WCM Small Cap Growth Institutional
Price$11.08
Change+$1.06 (+10.58%)
VolumeN/A
Net Assets36.21M
JGRQX vs WCMLX Comparison Chart
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JGRQX vs. WCMLX commentary
Apr 10, 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: 2.67B vs. WCMLX (36.2M). JGRQX pays higher dividends than WCMLX: JGRQX (0.59) vs WCMLX (0.00). JGRQX was incepted earlier than WCMLX: JGRQX (8 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than JGRQX (1.29). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JGRQX (43.00). JGRQX has a lower initial minimum investment than WCMLX: JGRQX (0) vs WCMLX (100000). WCMLX (-20.36) and JGRQX (-20.57) have marching annual gain over last year. WCMLX return over 5 years is better than : 20.63 vs. JGRQX (-6.41).
| JGRQX | WCMLX | JGRQX / WCMLX | |
| Total Expense Ratio | 1.24 | 0.99 | 125% |
| Annual Report Gross Expense Ratio | 1.29 | 1.86 | 69% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -23.347 | -19.984 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 36.2M | 7,365% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | -20.57 | -20.36 | 101% |
| Returns for 3 years | -20.66 | -12.72 | 162% |
| Returns for 5 years | -6.41 | 20.63 | -31% |
| Returns for 10 years | N/A | N/A | - |
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