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JGRQX vs WCMLX
JGRQX vs WCMLX Comparison
Open Charts JGRQX vs WCMLX
JPMorgan Small Cap Growth R3
Price$17.76
Change-$0.80 (-4.31%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
JGRQX vs WCMLX Comparison Chart
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JGRQX vs. WCMLX commentary
Dec 19, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGRQX has more cash in the bank: 3.76B vs. WCMLX (41.8M). 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 : 19.90 vs. WCMLX (11.03). WCMLX return over 5 years is better than : 28.75 vs. JGRQX (7.90).
| 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 | 17.394 | 8.597 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.76B | 41.8M | 8,993% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 19.90 | 11.03 | 180% |
| Returns for 3 years | -6.97 | 0.30 | -2,325% |
| Returns for 5 years | 7.90 | 28.75 | 27% |
| Returns for 10 years | N/A | N/A | - |
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