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JMCGX vs WCMNX
JMCGX vs WCMNX Comparison
Open Charts JMCGX vs WCMNX
WCM Small Cap Growth Investor
Price$9.88
Change-$0.27 (-2.66%)
VolumeN/A
Net Assets36.82M
JMCGX vs WCMNX Comparison Chart
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JMCGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 36.8M vs. JMCGX (11.3M). JMCGX (0.00) and WCMNX (0.00) have matching dividends . JMCGX was incepted earlier than WCMNX: JMCGX (24 years) vs WCMNX (5 years). JMCGX (2.93) is less costly to investors than WCMNX (2.11). WCMNX is a more actively managed with annual turnover of: 48.00 vs. JMCGX (20.00). WCMNX has a lower initial minimum investment than JMCGX: WCMNX (1000) vs JMCGX (2500). JMCGX annual gain was more profitable for investors over the last year : -15.78 vs. WCMNX (-20.58). WCMNX (19.13) and JMCGX (18.43) have equivalent 5 years return.
| JMCGX | WCMNX | JMCGX / WCMNX | |
| Total Expense Ratio | 2.30 | 1.24 | 185% |
| Annual Report Gross Expense Ratio | 2.93 | 2.11 | 139% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -21.887 | -20.016 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -20.58 | 77% |
| Returns for 3 years | -33.25 | -13.40 | 248% |
| Returns for 5 years | 18.43 | 19.13 | 96% |
| Returns for 10 years | 3.58 | N/A | - |
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