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JGSMX vs WCMNX
JGSMX vs WCMNX Comparison
Open Charts JGSMX vs WCMNX
JPMorgan Small Cap Growth R6
Price$23.13
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets3.14B
WCM Small Cap Growth Investor
Price$13.58
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets45.17M
JGSMX vs WCMNX Comparison Chart in %
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JGSMX vs. WCMNX commentary
Sep 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 Buy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 3.14B vs. WCMNX (45.2M). JGSMX pays higher dividends than WCMNX: JGSMX (0.86) 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 : 6.34 vs. WCMNX (5.65). WCMNX return over 5 years is better than : 21.79 vs. JGSMX (-5.77).
| 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 | 3.763 | 7.486 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 45.2M | 6,942% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | 6.34 | 5.65 | 112% |
| Returns for 3 years | 22.77 | 28.68 | 79% |
| Returns for 5 years | -5.77 | 21.79 | -26% |
| Returns for 10 years | 56.52 | N/A | - |
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