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JMCGX vs WCMLX
JMCGX vs WCMLX Comparison
Open Charts JMCGX vs WCMLX
WCM Small Cap Growth Institutional
Price$14.11
Change-$0.22 (-1.54%)
VolumeN/A
CapitalizationN/A
JMCGX vs WCMLX Comparison Chart
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JMCGX vs. WCMLX commentary
Nov 13, 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 JMCGX is a StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 44.1M vs. JMCGX (15.5M). JMCGX (0.00) and WCMLX (0.00) have matching dividends . JMCGX was incepted earlier than WCMLX: JMCGX (24 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JMCGX (16.00). JMCGX has a lower initial minimum investment than WCMLX: JMCGX (2500) vs WCMLX (100000). WCMLX (35.83) and JMCGX (35.56) have marching annual gain over last year. WCMLX return over 5 years is better than : 41.88 vs. JMCGX (32.55).
| JMCGX | WCMLX | JMCGX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 7.265 | 16.221 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5M | 44.1M | 35% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 35.56 | 35.83 | 99% |
| Returns for 3 years | -45.03 | -10.99 | 410% |
| Returns for 5 years | 32.55 | 41.88 | 78% |
| Returns for 10 years | 19.71 | N/A | - |
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