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JGSVX vs WCMNX
JGSVX vs WCMNX Comparison
Open Charts JGSVX vs WCMNX
JPMorgan Small Cap Growth R5
Price$20.88
Change+$0.26 (+1.26%)
VolumeN/A
Net Assets3.17B
WCM Small Cap Growth Investor
Price$12.14
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets42.98M
JGSVX vs WCMNX Comparison Chart
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JGSVX vs. WCMNX commentary
Jun 07, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGSVX has more cash in the bank: 3.17B vs. WCMNX (43M). JGSVX pays higher dividends than WCMNX: JGSVX (0.85) vs WCMNX (0.00). JGSVX was incepted earlier than WCMNX: JGSVX (9 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than JGSVX (0.86). WCMNX is a more actively managed with annual turnover of: 83.00 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 : 1.17 vs. WCMNX (-1.48). WCMNX return over 5 years is better than : 12.35 vs. JGSVX (-4.11).
| JGSVX | WCMNX | JGSVX / WCMNX | |
| Total Expense Ratio | 0.84 | 1.24 | 68% |
| Annual Report Gross Expense Ratio | 0.86 | 2.04 | 42% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -5.974 | -5.359 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 43M | 7,374% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 1.17 | -1.48 | -79% |
| Returns for 3 years | 10.18 | 9.78 | 104% |
| Returns for 5 years | -4.11 | 12.35 | -33% |
| Returns for 10 years | N/A | N/A | - |
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