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JGSVX vs WCMNX
JGSVX vs WCMNX Comparison
Open Charts JGSVX vs WCMNX
JPMorgan Small Cap Growth R5
Price$22.09
Change+$0.24 (+1.10%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.79
Change+$0.09 (+0.71%)
VolumeN/A
CapitalizationN/A
JGSVX vs WCMNX Comparison Chart
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JGSVX vs. WCMNX commentary
Dec 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JGSVX has more cash in the bank: 3.62B vs. WCMNX (40.5M). 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 : 14.63 vs. WCMNX (5.62). WCMNX return over 5 years is better than : 22.28 vs. JGSVX (9.75).
| 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 | 13.755 | 4.836 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 40.5M | 8,936% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.63 | 5.62 | 261% |
| Returns for 3 years | -10.81 | -5.75 | 188% |
| Returns for 5 years | 9.75 | 22.28 | 44% |
| Returns for 10 years | N/A | N/A | - |
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