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JGSVX vs WCMNX
JGSVX vs WCMNX Comparison
Open Charts JGSVX vs WCMNX
JPMorgan Small Cap Growth R5
Price$22.06
Change-$0.77 (-3.37%)
VolumeN/A
Net Assets3.52B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
JGSVX vs WCMNX Comparison Chart
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JGSVX vs. WCMNX commentary
Feb 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGSVX has more cash in the bank: 3.52B vs. WCMNX (40.2M). 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 : 6.99 vs. WCMNX (1.49). WCMNX return over 5 years is better than : 17.49 vs. JGSVX (0.96).
| 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 | 0.593 | 1.655 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 40.2M | 8,754% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.99 | 1.49 | 467% |
| Returns for 3 years | 6.42 | 9.79 | 66% |
| Returns for 5 years | 0.96 | 17.49 | 5% |
| Returns for 10 years | N/A | N/A | - |
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