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JGSMX vs WCMLX
JGSMX vs WCMLX Comparison
Open Charts JGSMX vs WCMLX
JPMorgan Small Cap Growth R6
Price$22.92
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets2.78B
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
JGSMX vs WCMLX Comparison Chart in %
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JGSMX vs. WCMLX commentary
Nov 20, 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 Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 2.78B vs. WCMLX (41.3M). JGSMX pays higher dividends than WCMLX: JGSMX (0.79) 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 (48.00). 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 : -0.12 vs. WCMLX (-3.04). WCMLX return over 5 years is better than : -0.83 vs. JGSMX (-21.04).
| 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 | 2.688 | 1.788 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 41.3M | 6,731% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | -0.12 | -3.04 | 4% |
| Returns for 3 years | 28.45 | 21.43 | 133% |
| Returns for 5 years | -21.04 | -0.83 | 2,524% |
| Returns for 10 years | 59.47 | N/A | - |