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JGSMX vs WCMNX
JGSMX vs WCMNX Comparison
Open Charts JGSMX vs WCMNX
JPMorgan Small Cap Growth R6
Price$18.52
Change+$0.17 (+0.93%)
VolumeN/A
Net Assets2.85B
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
JGSMX vs WCMNX Comparison Chart
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JGSMX vs. WCMNX commentary
Apr 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 2.85B vs. WCMNX (38.8M). JGSMX pays higher dividends than WCMNX: JGSMX (1.00) vs WCMNX (0.00). JGSMX was incepted earlier than WCMNX: JGSMX (14 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than JGSMX (0.75). WCMNX is a more actively managed with annual turnover of: 48.00 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 : -8.99 vs. WCMNX (-12.50). WCMNX return over 5 years is better than : 21.77 vs. JGSMX (4.33).
| JGSMX | WCMNX | JGSMX / WCMNX | |
| Total Expense Ratio | 0.74 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 0.75 | 2.11 | 36% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -17.787 | -16.706 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 38.8M | 7,345% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | -8.99 | -12.50 | 72% |
| Returns for 3 years | -11.77 | -8.72 | 135% |
| Returns for 5 years | 4.33 | 21.77 | 20% |
| Returns for 10 years | 18.64 | N/A | - |
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