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JGSMX vs WCMLX
JGSMX vs WCMLX Comparison
Open Charts JGSMX vs WCMLX
JPMorgan Small Cap Growth R6
Price$22.33
Change+$0.29 (+1.32%)
VolumeN/A
Net Assets3.24B
WCM Small Cap Growth Institutional
Price$12.92
Change+$0.22 (+1.73%)
VolumeN/A
Net Assets42.81M
JGSMX vs WCMLX Comparison Chart in %
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JGSMX vs. WCMLX commentary
Jul 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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 3.24B vs. WCMLX (42.8M). JGSMX pays higher dividends than WCMLX: JGSMX (0.90) 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 : -1.58 vs. WCMLX (-3.35). WCMLX return over 5 years is better than : 19.36 vs. JGSMX (-3.49).
| 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 | -1.254 | -1.244 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 42.8M | 7,577% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | -1.58 | -3.35 | 47% |
| Returns for 3 years | 24.35 | 23.90 | 102% |
| Returns for 5 years | -3.49 | 19.36 | -18% |
| Returns for 10 years | 36.91 | N/A | - |
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