JGSVX
Price
$18.51
Change
+$0.38 (+2.10%)
Updated
Apr 23 closing price
Net Assets
2.87B
WCMNX
Price
$10.86
Change
+$0.22 (+2.07%)
Updated
Apr 23 closing price
Net Assets
38.54M
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JGSVX vs WCMNX

Header iconJGSVX vs WCMNX Comparison
Open Charts JGSVX vs WCMNXBanner chart's image
JPMorgan Small Cap Growth R5
Price$18.51
Change+$0.38 (+2.10%)
VolumeN/A
Net Assets2.87B
WCM Small Cap Growth Investor
Price$10.86
Change+$0.22 (+2.07%)
VolumeN/A
Net Assets38.54M
JGSVX vs WCMNX Comparison Chart
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JGSVX vs. WCMNX commentary
Apr 24, 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.

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FUNDAMENTALS
Fundamentals
JGSVX has more cash in the bank: 2.87B vs. WCMNX (38.5M). 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 : -9.59 vs. WCMNX (-13.07). WCMNX return over 5 years is better than : 21.32 vs. JGSVX (2.13).
JGSVXWCMNXJGSVX / WCMNX
Total Expense Ratio0.841.2468%
Annual Report Gross Expense Ratio0.862.1141%
Fund Existence9 years5 years-
Gain YTD-17.328-16.154107%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.87B38.5M7,444%
Annual Yield % from dividends0.880.00-
Returns for 1 year-9.59-13.0773%
Returns for 3 years-8.42-6.42131%
Returns for 5 years2.1321.3210%
Returns for 10 yearsN/AN/A-
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