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JGSVX vs WCMNX
JGSVX vs WCMNX Comparison
Open Charts JGSVX vs WCMNX
JPMorgan Small Cap Growth R5
Price$18.38
Change-$1.44 (-7.27%)
VolumeN/A
Net Assets3.15B
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
JGSVX vs WCMNX Comparison Chart
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JGSVX vs. WCMNX commentary
Apr 04, 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: 3.15B vs. WCMNX (41.6M). JGSVX pays higher dividends than WCMNX: JGSVX (0.88) vs WCMNX (0.00). JGSVX was incepted earlier than WCMNX: JGSVX (9 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than JGSVX (0.86). WCMNX is a more actively managed with annual turnover of: 48.00 vs. JGSVX (43.00). 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 : -6.00 vs. WCMNX (-10.22). WCMNX return over 5 years is better than : 60.98 vs. JGSVX (36.27).
| JGSVX | WCMNX | JGSVX / WCMNX | |
| Total Expense Ratio | 0.84 | 1.24 | 68% |
| Annual Report Gross Expense Ratio | 0.86 | 2.11 | 41% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | -9.622 | -9.299 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 41.6M | 7,575% |
| Annual Yield % from dividends | 0.88 | 0.00 | - |
| Returns for 1 year | -6.00 | -10.22 | 59% |
| Returns for 3 years | -10.67 | -7.10 | 150% |
| Returns for 5 years | 36.27 | 60.98 | 59% |
| Returns for 10 years | N/A | N/A | - |
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