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JISGX vs WCMLX
JISGX vs WCMLX Comparison
Open Charts JISGX vs WCMLX
JPMorgan Small Cap Growth L
Price$22.60
Change-$0.27 (-1.18%)
VolumeN/A
Net Assets3.13B
WCM Small Cap Growth Institutional
Price$13.68
Change-$0.22 (-1.58%)
VolumeN/A
Net Assets44.71M
JISGX vs WCMLX Comparison Chart in %
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JISGX vs. WCMLX commentary
Sep 16, 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 Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JISGX has more cash in the bank: 3.13B vs. WCMLX (44.7M). JISGX pays higher dividends than WCMLX: JISGX (0.77) 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 (43.00). 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 : 8.67 vs. WCMLX (7.63). WCMLX return over 5 years is better than : 24.36 vs. JISGX (-3.77).
| 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 | 3.196 | 6.376 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 100000 | 3,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 44.7M | 7,011% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | 8.67 | 7.63 | 114% |
| Returns for 3 years | 18.69 | 24.70 | 76% |
| Returns for 5 years | -3.77 | 24.36 | -15% |
| Returns for 10 years | 54.15 | N/A | - |
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