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JGRQX vs WCMNX
JGRQX vs WCMNX Comparison
Open Charts JGRQX vs WCMNX
JPMorgan Small Cap Growth R3
Price$17.79
Change-$0.62 (-3.37%)
VolumeN/A
Net Assets3.52B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
JGRQX vs WCMNX Comparison Chart
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JGRQX vs. WCMNX commentary
Feb 23, 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: 3.52B vs. WCMNX (40.2M). JGRQX (0.00) and WCMNX (0.00) have matching dividends . JGRQX was incepted earlier than WCMNX: JGRQX (8 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 : 6.57 vs. WCMNX (1.49). WCMNX return over 5 years is better than : 17.49 vs. JGRQX (-4.78).
| JGRQX | WCMNX | JGRQX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 0.565 | 1.655 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 40.2M | 8,754% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.57 | 1.49 | 439% |
| Returns for 3 years | 5.13 | 9.79 | 52% |
| Returns for 5 years | -4.78 | 17.49 | -27% |
| Returns for 10 years | N/A | N/A | - |
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