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JISGX vs WCMLX
JISGX vs WCMLX Comparison
Open Charts JISGX vs WCMLX
JPMorgan Small Cap Growth L
Price$21.61
Change+$0.25 (+1.17%)
VolumeN/A
Net Assets3.24B
WCM Small Cap Growth Institutional
Price$12.62
Change+$0.13 (+1.04%)
VolumeN/A
Net Assets42.17M
JISGX vs WCMLX Comparison Chart in %
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JISGX vs. WCMLX commentary
Jul 04, 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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JISGX has more cash in the bank: 3.24B vs. WCMLX (42.2M). JISGX pays higher dividends than WCMLX: JISGX (0.80) vs WCMLX (0.00). JISGX was incepted earlier than WCMLX: JISGX (20 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 : 3.95 vs. WCMLX (0.97). WCMLX return over 5 years is better than : 19.52 vs. JISGX (-2.25).
| JISGX | WCMLX | JISGX / WCMLX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.85 | 1.79 | 47% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | -2.466 | -2.877 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 100000 | 3,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 42.2M | 7,673% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 3.95 | 0.97 | 407% |
| Returns for 3 years | 24.08 | 23.54 | 102% |
| Returns for 5 years | -2.25 | 19.52 | -12% |
| Returns for 10 years | 36.48 | N/A | - |
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