JGRQX
Price
$17.81
Change
-$0.02 (-0.11%)
Updated
Dec 23 closing price
WCMNX
Price
$12.77
Change
-$0.02 (-0.16%)
Updated
Dec 23 closing price
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JGRQX vs WCMNX

Header iconJGRQX vs WCMNX Comparison
Open Charts JGRQX vs WCMNXBanner chart's image
JPMorgan Small Cap Growth R3
Price$17.81
Change-$0.02 (-0.11%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.77
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
JGRQX vs WCMNX Comparison Chart
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JGRQX vs. WCMNX commentary
Dec 24, 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 WCMNX is a StrongBuy.

FUNDAMENTALS
Fundamentals
JGRQX has more cash in the bank: 3.62B vs. WCMNX (40.5M). JGRQX (0.00) and WCMNX (0.00) have matching dividends . JGRQX was incepted earlier than WCMNX: JGRQX (7 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. JGRQX (33.00). JGRQX has a lower initial minimum investment than WCMNX: JGRQX (0) vs WCMNX (1000). JGRQX annual gain was more profitable for investors over the last year : 14.23 vs. WCMNX (5.62). WCMNX return over 5 years is better than : 22.28 vs. JGRQX (3.53).
JGRQXWCMNXJGRQX / WCMNX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence7 years5 years-
Gain YTD13.3594.836276%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.62B40.5M8,936%
Annual Yield % from dividends0.000.00-
Returns for 1 year14.235.62253%
Returns for 3 years-11.93-5.75208%
Returns for 5 years3.5322.2816%
Returns for 10 yearsN/AN/A-
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