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JGRQX vs WCMNX
JGRQX vs WCMNX Comparison
Open Charts JGRQX vs WCMNX
JPMorgan Small Cap Growth R3
Price$17.59
Change-$0.12 (-0.68%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.09
Change-$0.09 (-0.68%)
VolumeN/A
CapitalizationN/A
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JGRQX vs WCMNX Comparison Chart
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JGRQX vs. WCMNX commentary
Sep 21, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGRQX has more cash in the bank: 3.7B vs. WCMNX (41.5M). 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 : 23.70 vs. WCMNX (13.97).
| JGRQX | WCMNX | JGRQX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 11.259 | 5.656 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 41.5M | 8,906% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 23.70 | 13.97 | 170% |
| Returns for 3 years | -29.22 | -17.05 | 171% |
| Returns for 5 years | 4.50 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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