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JGSVX vs WCMLX
JGSVX vs WCMLX Comparison
Open Charts JGSVX vs WCMLX
JPMorgan Small Cap Growth R5
Price$21.64
Change+$0.25 (+1.17%)
VolumeN/A
Net Assets3.24B
WCM Small Cap Growth Institutional
Price$12.62
Change+$0.13 (+1.04%)
VolumeN/A
Net Assets42.17M
JGSVX vs WCMLX Comparison Chart in %
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JGSVX vs. WCMLX commentary
Jul 03, 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 JGSVX is a StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGSVX has more cash in the bank: 3.24B vs. WCMLX (42.2M). JGSVX pays higher dividends than WCMLX: JGSVX (0.80) vs WCMLX (0.00). JGSVX was incepted earlier than WCMLX: JGSVX (9 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JGSVX (0.86). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JGSVX (43.00). JGSVX has a lower initial minimum investment than WCMLX: JGSVX (0) vs WCMLX (100000). JGSVX annual gain was more profitable for investors over the last year : 3.99 vs. WCMLX (0.97). WCMLX return over 5 years is better than : 19.52 vs. JGSVX (-2.20).
| JGSVX | WCMLX | JGSVX / WCMLX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.86 | 1.79 | 48% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -2.462 | -2.877 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 42.2M | 7,673% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 3.99 | 0.97 | 411% |
| Returns for 3 years | 24.10 | 23.54 | 102% |
| Returns for 5 years | -2.20 | 19.52 | -11% |
| Returns for 10 years | N/A | N/A | - |
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