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JGSMX vs WCMLX
JGSMX vs WCMLX Comparison
Open Charts JGSMX vs WCMLX
JPMorgan Small Cap Growth R6
Price$23.93
Change-$0.10 (-0.42%)
VolumeN/A
Net Assets3.04B
WCM Small Cap Growth Institutional
Price$13.81
Change-$0.14 (-1.00%)
VolumeN/A
Net Assets44.33M
JGSMX vs WCMLX Comparison Chart in %
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JGSMX vs. WCMLX commentary
Oct 10, 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 StrongBuy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 3.04B vs. WCMLX (44.3M). JGSMX pays higher dividends than WCMLX: JGSMX (0.84) vs WCMLX (0.00). JGSMX was incepted earlier than WCMLX: JGSMX (15 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JGSMX (0.75). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JGSMX (43.00). 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 : 10.43 vs. WCMLX (5.84). WCMLX return over 5 years is better than : 14.25 vs. JGSMX (-11.76).
| JGSMX | WCMLX | JGSMX / WCMLX | |
| Total Expense Ratio | 0.74 | 0.99 | 75% |
| Annual Report Gross Expense Ratio | 0.75 | 1.79 | 42% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 7.213 | 8.476 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.04B | 44.3M | 6,860% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | 10.43 | 5.84 | 179% |
| Returns for 3 years | 36.93 | 39.36 | 94% |
| Returns for 5 years | -11.76 | 14.25 | -82% |
| Returns for 10 years | 71.68 | N/A | - |
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