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JGSMX vs WCMLX
JGSMX vs WCMLX Comparison
Open Charts JGSMX vs WCMLX
JPMorgan Small Cap Growth R6
Price$22.46
Change-$0.78 (-3.36%)
VolumeN/A
Net Assets3.52B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
JGSMX vs WCMLX Comparison Chart
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JGSMX vs. WCMLX 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 JGSMX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 3.52B vs. WCMLX (40.2M). JGSMX (0.00) and WCMLX (0.00) have matching dividends . JGSMX was incepted earlier than WCMLX: JGSMX (14 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JGSMX (33.00). WCMLX has a lower initial minimum investment than JGSMX: WCMLX (100000) vs JGSMX (15000000). JGSMX annual gain was more profitable for investors over the last year : 7.13 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. JGSMX (1.74).
| JGSMX | WCMLX | JGSMX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 0.627 | -1.477 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| 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 | 7.13 | -1.40 | -509% |
| Returns for 3 years | 6.82 | 7.19 | 95% |
| Returns for 5 years | 1.74 | 15.29 | 11% |
| Returns for 10 years | 51.59 | N/A | - |
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