Ad is loading...
Ad is loading...
JGSVX vs WCMNX
JGSVX vs WCMNX Comparison
Open Charts JGSVX vs WCMNX
JPMorgan Small Cap Growth R5
Price$23.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.56
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JGSVX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JGSVX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGSVX has more cash in the bank: 3.75B vs. WCMNX (41.1M). 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 : 33.49 vs. WCMNX (22.27). WCMNX return over 5 years is better than : 32.68 vs. JGSVX (13.15).
| 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 | 18.753 | 11.148 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 22.27 | 150% |
| Returns for 3 years | -21.91 | -11.89 | 184% |
| Returns for 5 years | 13.15 | 32.68 | 40% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers