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JGSVX vs WCMLX
JGSVX vs WCMLX Comparison
Open Charts JGSVX vs WCMLX
JPMorgan Small Cap Growth R5
Price$18.51
Change+$0.38 (+2.10%)
VolumeN/A
Net Assets2.87B
WCM Small Cap Growth Institutional
Price$11.01
Change+$0.22 (+2.04%)
VolumeN/A
Net Assets38.54M
JGSVX vs WCMLX Comparison Chart
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JGSVX vs. WCMLX commentary
Apr 24, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGSVX has more cash in the bank: 2.87B vs. WCMLX (38.5M). JGSVX pays higher dividends than WCMLX: JGSVX (0.88) vs WCMLX (0.00). JGSVX was incepted earlier than WCMLX: JGSVX (9 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than JGSVX (0.86). WCMLX is a more actively managed with annual turnover of: 48.00 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 : -9.59 vs. WCMLX (-12.84). WCMLX return over 5 years is better than : 22.89 vs. JGSVX (2.13).
| JGSVX | WCMLX | JGSVX / WCMLX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.86 | 1.86 | 46% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | -17.328 | -16.096 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 38.5M | 7,444% |
| Annual Yield % from dividends | 0.88 | 0.00 | - |
| Returns for 1 year | -9.59 | -12.84 | 75% |
| Returns for 3 years | -8.42 | -5.68 | 148% |
| Returns for 5 years | 2.13 | 22.89 | 9% |
| Returns for 10 years | N/A | N/A | - |
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