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JMCGX vs WCMLX
JMCGX vs WCMLX Comparison
Open Charts JMCGX vs WCMLX
WCM Small Cap Growth Institutional
Price$11.88
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets42.06M
JMCGX vs WCMLX Comparison Chart
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JMCGX vs. WCMLX commentary
May 25, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 42.1M vs. JMCGX (12.7M). 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 (-3.74) and WCMLX (-3.81) have marching annual gain over last year. WCMLX return over 5 years is better than : 18.21 vs. JMCGX (9.34).
| 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 | -10.398 | -7.621 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 42.1M | 30% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.74 | -3.81 | 98% |
| Returns for 3 years | 1.09 | 19.28 | 6% |
| Returns for 5 years | 9.34 | 18.21 | 51% |
| Returns for 10 years | 22.06 | N/A | - |
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