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JGSMX vs WCMLX
JGSMX vs WCMLX Comparison
Open Charts JGSMX vs WCMLX
JPMorgan Small Cap Growth R6
Price$23.13
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets3.14B
WCM Small Cap Growth Institutional
Price$13.78
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets45.17M
JGSMX vs WCMLX Comparison Chart in %
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JGSMX vs. WCMLX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 3.14B vs. WCMLX (45.2M). JGSMX pays higher dividends than WCMLX: JGSMX (0.86) 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 : 6.34 vs. WCMLX (5.89). WCMLX return over 5 years is better than : 23.35 vs. JGSMX (-5.77).
| 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 | 3.763 | 7.621 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 45.2M | 6,942% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | 6.34 | 5.89 | 108% |
| Returns for 3 years | 22.77 | 29.59 | 77% |
| Returns for 5 years | -5.77 | 23.35 | -25% |
| Returns for 10 years | 56.52 | N/A | - |