JGSMX
Price
$21.72
Change
+$0.01 (+0.05%)
Updated
Jun 27 closing price
Net Assets
3.25B
WCMNX
Price
$12.28
Change
+$0.05 (+0.41%)
Updated
Jun 27 closing price
Net Assets
42.01M
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JGSMX vs WCMNX

Header iconJGSMX vs WCMNX Comparison
Open Charts JGSMX vs WCMNXBanner chart's image
JPMorgan Small Cap Growth R6
Price$21.72
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.25B
WCM Small Cap Growth Investor
Price$12.28
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets42.01M
JGSMX vs WCMNX Comparison Chart in %
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JGSMX vs. WCMNX commentary
Jun 28, 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.

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FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 3.25B vs. WCMNX (42M). 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 : 2.72 vs. WCMNX (-0.41). WCMNX return over 5 years is better than : 22.42 vs. JGSMX (1.52).
JGSMXWCMNXJGSMX / WCMNX
Total Expense Ratio0.741.2460%
Annual Report Gross Expense Ratio0.752.0437%
Fund Existence15 years6 years-
Gain YTD-2.733-3.62575%
Front LoadN/AN/A-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.25B42M7,738%
Annual Yield % from dividends0.960.00-
Returns for 1 year2.72-0.41-669%
Returns for 3 years23.7321.57110%
Returns for 5 years1.5222.427%
Returns for 10 years37.47N/A-
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