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JGSMX vs WCMNX
JGSMX vs WCMNX Comparison
Open Charts JGSMX vs WCMNX
JPMorgan Small Cap Growth R6
Price$22.33
Change+$0.29 (+1.32%)
VolumeN/A
Net Assets3.24B
WCM Small Cap Growth Investor
Price$12.74
Change+$0.23 (+1.84%)
VolumeN/A
Net Assets42.81M
JGSMX vs WCMNX Comparison Chart in %
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JGSMX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 3.24B vs. WCMNX (42.8M). JGSMX pays higher dividends than WCMNX: JGSMX (0.90) 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 : -1.58 vs. WCMNX (-3.70). WCMNX return over 5 years is better than : 17.80 vs. JGSMX (-3.49).
| 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 | -1.254 | -1.418 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 42.8M | 7,577% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | -1.58 | -3.70 | 43% |
| Returns for 3 years | 24.35 | 22.89 | 106% |
| Returns for 5 years | -3.49 | 17.80 | -20% |
| Returns for 10 years | 36.91 | N/A | - |
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