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JGSMX vs WCMNX
JGSMX vs WCMNX Comparison
Open Charts JGSMX vs WCMNX
JPMorgan Small Cap Growth R6
Price$23.72
Change+$0.35 (+1.50%)
VolumeN/A
Net Assets3.69B
WCM Small Cap Growth Investor
Price$13.60
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets42.34M
JGSMX vs WCMNX Comparison Chart
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JGSMX vs. WCMNX commentary
Jan 31, 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: 3.69B vs. WCMNX (42.3M). JGSMX (0.00) and WCMNX (0.00) have matching dividends . JGSMX was incepted earlier than WCMNX: JGSMX (14 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. JGSMX (33.00). 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 : 22.27 vs. WCMNX (10.48). WCMNX return over 5 years is better than : 27.04 vs. JGSMX (14.91).
| JGSMX | WCMNX | JGSMX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 6.272 | 5.516 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 42.3M | 8,726% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 22.27 | 10.48 | 213% |
| Returns for 3 years | 8.37 | 9.48 | 88% |
| Returns for 5 years | 14.91 | 27.04 | 55% |
| Returns for 10 years | 70.90 | N/A | - |
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