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JGSMX vs WCMLX
JGSMX vs WCMLX Comparison
Open Charts JGSMX vs WCMLX
JPMorgan Small Cap Growth R6
Price$22.24
Change-$0.14 (-0.63%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.10 (-0.75%)
VolumeN/A
CapitalizationN/A
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JGSMX vs WCMLX Comparison Chart
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JGSMX vs. WCMLX commentary
Sep 22, 2024
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.
FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 3.7B vs. WCMLX (41.5M). 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 : 24.32 vs. WCMLX (19.37).
| 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 | 11.647 | 7.461 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 41.5M | 8,906% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 24.32 | 19.37 | 126% |
| Returns for 3 years | -26.01 | -13.91 | 187% |
| Returns for 5 years | 12.76 | N/A | - |
| Returns for 10 years | 53.60 | N/A | - |
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