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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+$0.17 (+0.98%)
VolumeN/A
Net Assets3.3B
WCM Small Cap Growth Investor
Price$12.56
Change+$0.12 (+0.96%)
VolumeN/A
Net Assets42.98M
JGRQX vs WCMNX Comparison Chart in %
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JGRQX vs. WCMNX commentary
Jul 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: 3.3B vs. WCMNX (43M). JGRQX pays higher dividends than WCMNX: JGRQX (0.53) 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 : 5.37 vs. WCMNX (2.70). WCMNX return over 5 years is better than : 20.31 vs. JGRQX (-5.80).
| 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 | -0.565 | -1.024 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 43M | 7,679% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 5.37 | 2.70 | 199% |
| Returns for 3 years | 25.13 | 25.10 | 100% |
| Returns for 5 years | -5.80 | 20.31 | -29% |
| Returns for 10 years | N/A | N/A | - |
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