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JGSMX vs WCMLX
JGSMX vs WCMLX Comparison
Open Charts JGSMX vs WCMLX
JPMorgan Small Cap Growth R6
Price$18.52
Change+$0.17 (+0.93%)
VolumeN/A
Net Assets2.85B
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
JGSMX vs WCMLX Comparison Chart
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JGSMX vs. WCMLX commentary
Apr 18, 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: 2.85B vs. WCMLX (38.8M). JGSMX pays higher dividends than WCMLX: JGSMX (1.00) vs WCMLX (0.00). JGSMX was incepted earlier than WCMLX: JGSMX (14 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than JGSMX (0.75). WCMLX is a more actively managed with annual turnover of: 48.00 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 : -8.99 vs. WCMLX (-12.36). WCMLX return over 5 years is better than : 23.25 vs. JGSMX (4.33).
| JGSMX | WCMLX | JGSMX / WCMLX | |
| Total Expense Ratio | 0.74 | 0.99 | 75% |
| Annual Report Gross Expense Ratio | 0.75 | 1.86 | 40% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -17.787 | -16.719 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 38.8M | 7,345% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | -8.99 | -12.36 | 73% |
| Returns for 3 years | -11.77 | -8.07 | 146% |
| Returns for 5 years | 4.33 | 23.25 | 19% |
| Returns for 10 years | 18.64 | N/A | - |
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