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JGSMX vs WCMLX
JGSMX vs WCMLX Comparison
Open Charts JGSMX vs WCMLX
JPMorgan Small Cap Growth R6
Price$23.37
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets3.71B
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
JGSMX vs WCMLX Comparison Chart
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JGSMX vs. WCMLX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 3.71B vs. WCMLX (41.8M). JGSMX (0.00) and WCMLX (0.00) have matching dividends . JGSMX was incepted earlier than WCMLX: JGSMX (14 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JGSMX (33.00). 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 : 23.05 vs. WCMLX (11.89). WCMLX return over 5 years is better than : 23.03 vs. JGSMX (9.95).
| JGSMX | WCMLX | JGSMX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 4.704 | 4.666 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 41.8M | 8,873% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 23.05 | 11.89 | 194% |
| Returns for 3 years | 4.04 | 7.77 | 52% |
| Returns for 5 years | 9.95 | 23.03 | 43% |
| Returns for 10 years | 68.98 | N/A | - |
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