JGSMX
Price
$21.26
Change
+$0.26 (+1.24%)
Updated
Jun 6 closing price
Net Assets
3.17B
WCMLX
Price
$12.31
Change
+$0.13 (+1.07%)
Updated
Jun 6 closing price
Net Assets
42.98M
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JGSMX vs WCMLX

Header iconJGSMX vs WCMLX Comparison
Open Charts JGSMX vs WCMLXBanner chart's image
JPMorgan Small Cap Growth R6
Price$21.26
Change+$0.26 (+1.24%)
VolumeN/A
Net Assets3.17B
WCM Small Cap Growth Institutional
Price$12.31
Change+$0.13 (+1.07%)
VolumeN/A
Net Assets42.98M
JGSMX vs WCMLX Comparison Chart
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JGSMX vs. WCMLX commentary
Jun 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 3.17B vs. WCMLX (43M). JGSMX pays higher dividends than WCMLX: JGSMX (0.96) 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 : 1.31 vs. WCMLX (-1.22). WCMLX return over 5 years is better than : 13.83 vs. JGSMX (-3.36).
JGSMXWCMLXJGSMX / WCMLX
Total Expense Ratio0.740.9975%
Annual Report Gross Expense Ratio0.751.7942%
Fund Existence15 years6 years-
Gain YTD-5.914-5.288112%
Front LoadN/AN/A-
Min. Initial Investment1500000010000015,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.17B43M7,374%
Annual Yield % from dividends0.960.00-
Returns for 1 year1.31-1.22-108%
Returns for 3 years10.5110.6399%
Returns for 5 years-3.3613.83-24%
Returns for 10 years35.17N/A-
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