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JGSVX vs WCMLX
JGSVX vs WCMLX Comparison
Open Charts JGSVX vs WCMLX
JPMorgan Small Cap Growth R5
Price$22.09
Change+$0.24 (+1.10%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.95
Change+$0.08 (+0.62%)
VolumeN/A
CapitalizationN/A
JGSVX vs WCMLX Comparison Chart
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JGSVX vs. WCMLX commentary
Dec 23, 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 JGSVX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGSVX has more cash in the bank: 3.62B vs. WCMLX (40.5M). JGSVX (0.00) and WCMLX (0.00) have matching dividends . JGSVX was incepted earlier than WCMLX: JGSVX (8 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JGSVX (33.00). 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 : 14.63 vs. WCMLX (5.89). WCMLX return over 5 years is better than : 23.80 vs. JGSVX (9.75).
| JGSVX | WCMLX | JGSVX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 13.755 | 5.028 | 274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 40.5M | 8,936% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.63 | 5.89 | 249% |
| Returns for 3 years | -10.81 | -5.06 | 214% |
| Returns for 5 years | 9.75 | 23.80 | 41% |
| Returns for 10 years | N/A | N/A | - |
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