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JGSVX vs WCMLX
JGSVX vs WCMLX Comparison
Open Charts JGSVX vs WCMLX
JPMorgan Small Cap Growth R5
Price$23.36
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets3.78B
WCM Small Cap Growth Institutional
Price$13.79
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets42.84M
JGSVX vs WCMLX Comparison Chart
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JGSVX vs. WCMLX commentary
Jan 23, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGSVX has more cash in the bank: 3.78B vs. WCMLX (42.8M). 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 : 21.04 vs. WCMLX (11.39). WCMLX return over 5 years is better than : 28.64 vs. JGSVX (11.87).
| 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 | 6.521 | 7.232 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.78B | 42.8M | 8,820% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 21.04 | 11.39 | 185% |
| Returns for 3 years | 10.99 | 15.01 | 73% |
| Returns for 5 years | 11.87 | 28.64 | 41% |
| Returns for 10 years | N/A | N/A | - |
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