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JGSVX vs WCMNX
JGSVX vs WCMNX Comparison
Open Charts JGSVX vs WCMNX
JPMorgan Small Cap Growth R5
Price$23.36
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets3.78B
WCM Small Cap Growth Investor
Price$13.61
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets42.84M
JGSVX vs WCMNX Comparison Chart
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JGSVX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGSVX has more cash in the bank: 3.78B vs. WCMNX (42.8M). JGSVX (0.00) and WCMNX (0.00) have matching dividends . JGSVX was incepted earlier than WCMNX: JGSVX (8 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. JGSVX (33.00). JGSVX has a lower initial minimum investment than WCMNX: JGSVX (0) vs WCMNX (1000). JGSVX annual gain was more profitable for investors over the last year : 21.04 vs. WCMNX (11.19). WCMNX return over 5 years is better than : 27.08 vs. JGSVX (11.87).
| JGSVX | WCMNX | JGSVX / WCMNX | |
| 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 | 7.250 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 11.19 | 188% |
| Returns for 3 years | 10.99 | 14.08 | 78% |
| Returns for 5 years | 11.87 | 27.08 | 44% |
| Returns for 10 years | N/A | N/A | - |
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