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JMCGX vs WCMLX
JMCGX vs WCMLX Comparison
Open Charts JMCGX vs WCMLX
WCM Small Cap Growth Institutional
Price$10.02
Change-$0.27 (-2.62%)
VolumeN/A
Net Assets36.82M
JMCGX vs WCMLX Comparison Chart
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JMCGX vs. WCMLX commentary
Apr 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 36.8M vs. JMCGX (11.3M). JMCGX (0.00) and WCMLX (0.00) have matching dividends . JMCGX was incepted earlier than WCMLX: JMCGX (24 years) vs WCMLX (5 years). JMCGX (2.93) is less costly to investors than WCMLX (1.86). WCMLX is a more actively managed with annual turnover of: 48.00 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 : -15.78 vs. WCMLX (-20.36). WCMLX return over 5 years is better than : 20.63 vs. JMCGX (18.43).
| JMCGX | WCMLX | JMCGX / WCMLX | |
| Total Expense Ratio | 2.30 | 0.99 | 232% |
| Annual Report Gross Expense Ratio | 2.93 | 1.86 | 158% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -21.887 | -19.984 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3M | 36.8M | 31% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -15.78 | -20.36 | 78% |
| Returns for 3 years | -33.25 | -12.72 | 261% |
| Returns for 5 years | 18.43 | 20.63 | 89% |
| Returns for 10 years | 3.58 | N/A | - |
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