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JISGX vs WCMLX
JISGX vs WCMLX Comparison
Open Charts JISGX vs WCMLX
JPMorgan Small Cap Growth L
Price$23.53
Change-$0.33 (-1.38%)
VolumeN/A
Net Assets3.05B
WCM Small Cap Growth Institutional
Price$13.83
Change-$0.18 (-1.28%)
VolumeN/A
Net Assets43.69M
JISGX vs WCMLX Comparison Chart in %
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JISGX vs. WCMLX commentary
Oct 17, 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 JISGX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JISGX has more cash in the bank: 3.05B vs. WCMLX (43.7M). JISGX pays higher dividends than WCMLX: JISGX (0.75) vs WCMLX (0.00). JISGX was incepted earlier than WCMLX: JISGX (21 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JISGX (0.85). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JISGX (48.00). WCMLX has a lower initial minimum investment than JISGX: WCMLX (100000) vs JISGX (3000000). JISGX annual gain was more profitable for investors over the last year : 8.66 vs. WCMLX (3.17). WCMLX return over 5 years is better than : 14.27 vs. JISGX (-11.59).
| JISGX | WCMLX | JISGX / WCMLX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.85 | 1.79 | 47% |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | 8.950 | 8.942 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 100000 | 3,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.05B | 43.7M | 6,989% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | 8.66 | 3.17 | 274% |
| Returns for 3 years | 38.12 | 38.17 | 100% |
| Returns for 5 years | -11.59 | 14.27 | -81% |
| Returns for 10 years | 71.41 | N/A | - |
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