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JGSVX vs WCMLX
JGSVX vs WCMLX Comparison
Open Charts JGSVX vs WCMLX
JPMorgan Small Cap Growth R5
Price$23.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.73
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JGSVX vs WCMLX Comparison Chart
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JGSVX vs. WCMLX commentary
Nov 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGSVX has more cash in the bank: 3.75B vs. WCMLX (41.1M). 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 : 33.49 vs. WCMLX (22.59). WCMLX return over 5 years is better than : 34.34 vs. JGSVX (13.15).
| 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 | 18.753 | 11.354 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 41.1M | 9,129% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 33.49 | 22.59 | 148% |
| Returns for 3 years | -21.91 | -11.25 | 195% |
| Returns for 5 years | 13.15 | 34.34 | 38% |
| Returns for 10 years | N/A | N/A | - |
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