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JGRQX vs WCMNX
JGRQX vs WCMNX Comparison
Open Charts JGRQX vs WCMNX
JPMorgan Small Cap Growth R3
Price$16.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.17B
WCM Small Cap Growth Investor
Price$12.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.84M
JGRQX vs WCMNX Comparison Chart
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JGRQX vs. WCMNX commentary
Jun 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGRQX has more cash in the bank: 3.17B vs. WCMNX (42.8M). JGRQX pays higher dividends than WCMNX: JGRQX (0.56) vs WCMNX (0.00). JGRQX was incepted earlier than WCMNX: JGRQX (8 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than JGRQX (1.29). WCMNX is a more actively managed with annual turnover of: 83.00 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 : 0.21 vs. WCMNX (-1.48). WCMNX return over 5 years is better than : 12.35 vs. JGRQX (-9.55).
| JGRQX | WCMNX | JGRQX / WCMNX | |
| Total Expense Ratio | 1.24 | 1.24 | 100% |
| Annual Report Gross Expense Ratio | 1.29 | 2.04 | 63% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -6.105 | -5.359 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 42.8M | 7,409% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 0.21 | -1.48 | -15% |
| Returns for 3 years | 10.64 | 11.82 | 90% |
| Returns for 5 years | -9.55 | 12.35 | -77% |
| Returns for 10 years | N/A | N/A | - |
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