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JGRQX vs WCMNX
JGRQX vs WCMNX Comparison
Open Charts JGRQX vs WCMNX
JPMorgan Small Cap Growth R3
Price$15.01
Change+$1.45 (+10.69%)
VolumeN/A
Net Assets2.67B
WCM Small Cap Growth Investor
Price$10.93
Change+$1.05 (+10.63%)
VolumeN/A
Net Assets36.21M
JGRQX vs WCMNX Comparison Chart
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JGRQX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGRQX has more cash in the bank: 2.67B vs. WCMNX (36.2M). JGRQX pays higher dividends than WCMNX: JGRQX (0.59) vs WCMNX (0.00). JGRQX was incepted earlier than WCMNX: JGRQX (8 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than JGRQX (1.29). WCMNX is a more actively managed with annual turnover of: 48.00 vs. JGRQX (43.00). 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 : -20.57 vs. WCMNX (-23.23). WCMNX return over 5 years is better than : 15.96 vs. JGRQX (-6.41).
| JGRQX | WCMNX | JGRQX / WCMNX | |
| Total Expense Ratio | 1.24 | 1.24 | 100% |
| Annual Report Gross Expense Ratio | 1.29 | 2.11 | 61% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -23.347 | -22.143 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -23.23 | 89% |
| Returns for 3 years | -20.66 | -15.70 | 132% |
| Returns for 5 years | -6.41 | 15.96 | -40% |
| Returns for 10 years | N/A | N/A | - |
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