Interact to see
Advertisement
Advertisement
JMCGX vs WCMLX
JMCGX vs WCMLX Comparison
Open Charts JMCGX vs WCMLX
WCM Small Cap Growth Institutional
Price$13.61
Change-$0.11 (-0.80%)
VolumeN/A
Net Assets44.78M
JMCGX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMCGX vs. WCMLX commentary
Sep 26, 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 JMCGX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 44.8M vs. JMCGX (17.1M). JMCGX (0.00) and WCMLX (0.00) have matching dividends . JMCGX was incepted earlier than WCMLX: JMCGX (24 years) vs WCMLX (6 years). JMCGX (2.93) is less costly to investors than WCMLX (1.79). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JMCGX (20.00). JMCGX has a lower initial minimum investment than WCMLX: JMCGX (2500) vs WCMLX (100000). JMCGX annual gain was more profitable for investors over the last year : 37.26 vs. WCMLX (4.73). JMCGX (24.06) and WCMLX (24.05) have equivalent 5 years return.
| JMCGX | WCMLX | JMCGX / WCMLX | |
| Total Expense Ratio | 2.30 | 0.99 | 232% |
| Annual Report Gross Expense Ratio | 2.93 | 1.79 | 164% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 23.103 | 6.687 | 345% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1M | 44.8M | 38% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 37.26 | 4.73 | 787% |
| Returns for 3 years | 54.85 | 41.59 | 132% |
| Returns for 5 years | 24.06 | 24.05 | 100% |
| Returns for 10 years | 113.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement