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JGRQX vs WCMLX
JGRQX vs WCMLX Comparison
Open Charts JGRQX vs WCMLX
JPMorgan Small Cap Growth R3
Price$17.59
Change+$0.17 (+0.98%)
VolumeN/A
Net Assets3.3B
WCM Small Cap Growth Institutional
Price$12.74
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets42.98M
JGRQX vs WCMLX Comparison Chart in %
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JGRQX vs. WCMLX commentary
Jul 07, 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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGRQX has more cash in the bank: 3.3B vs. WCMLX (43M). 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 : 5.37 vs. WCMLX (2.91). WCMLX return over 5 years is better than : 21.91 vs. JGRQX (-5.80).
| 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 | -0.565 | -0.933 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 43M | 7,679% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 5.37 | 2.91 | 185% |
| Returns for 3 years | 25.13 | 26.01 | 97% |
| Returns for 5 years | -5.80 | 21.91 | -26% |
| Returns for 10 years | N/A | N/A | - |
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