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JGSMX vs WCMNX
JGSMX vs WCMNX Comparison
Open Charts JGSMX vs WCMNX
JPMorgan Small Cap Growth R6
Price$21.26
Change+$0.26 (+1.24%)
VolumeN/A
Net Assets3.17B
WCM Small Cap Growth Investor
Price$12.14
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets42.98M
JGSMX vs WCMNX Comparison Chart
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JGSMX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 3.17B vs. WCMNX (43M). JGSMX pays higher dividends than WCMNX: JGSMX (0.96) vs WCMNX (0.00). JGSMX was incepted earlier than WCMNX: JGSMX (15 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than JGSMX (0.75). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JGSMX (43.00). WCMNX has a lower initial minimum investment than JGSMX: WCMNX (1000) vs JGSMX (15000000). JGSMX annual gain was more profitable for investors over the last year : 1.31 vs. WCMNX (-1.48). WCMNX return over 5 years is better than : 12.35 vs. JGSMX (-3.36).
| JGSMX | WCMNX | JGSMX / WCMNX | |
| Total Expense Ratio | 0.74 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 0.75 | 2.04 | 37% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -5.914 | -5.359 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 43M | 7,374% |
| Annual Yield % from dividends | 0.96 | 0.00 | - |
| Returns for 1 year | 1.31 | -1.48 | -89% |
| Returns for 3 years | 10.51 | 9.78 | 107% |
| Returns for 5 years | -3.36 | 12.35 | -27% |
| Returns for 10 years | 35.17 | N/A | - |
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