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JGSMX vs WCMNX
JGSMX vs WCMNX Comparison
Open Charts JGSMX vs WCMNX
JPMorgan Small Cap Growth R6
Price$23.49
Change-$0.26 (-1.09%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.22
Change-$0.14 (-1.05%)
VolumeN/A
CapitalizationN/A
JGSMX vs WCMNX Comparison Chart
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JGSMX vs. WCMNX commentary
Dec 19, 2024
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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 3.8B 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 : 20.46 vs. WCMNX (10.72). WCMNX return over 5 years is better than : 27.12 vs. JGSMX (15.23).
| 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 | 17.922 | 8.361 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 42.3M | 8,991% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 20.46 | 10.72 | 191% |
| Returns for 3 years | -5.51 | -0.45 | 1,220% |
| Returns for 5 years | 15.23 | 27.12 | 56% |
| Returns for 10 years | 62.35 | N/A | - |
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