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JGSMX vs WCMNX
JGSMX vs WCMNX Comparison
Open Charts JGSMX vs WCMNX
JPMorgan Small Cap Growth R6
Price$22.92
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets2.78B
WCM Small Cap Growth Investor
Price$12.96
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets41.26M
JGSMX vs WCMNX Comparison Chart in %
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JGSMX vs. WCMNX commentary
Nov 20, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 2.78B vs. WCMNX (41.3M). JGSMX pays higher dividends than WCMNX: JGSMX (0.79) 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 (48.00). 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 : -0.12 vs. WCMNX (-3.30). WCMNX return over 5 years is better than : -2.13 vs. JGSMX (-21.04).
| 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 | 2.688 | 1.576 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 41.3M | 6,731% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | -0.12 | -3.30 | 4% |
| Returns for 3 years | 28.45 | 20.47 | 139% |
| Returns for 5 years | -21.04 | -2.13 | 989% |
| Returns for 10 years | 59.47 | N/A | - |
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