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JSCHX vs WCMLX
JSCHX vs WCMLX Comparison
Open Charts JSCHX vs WCMLX
JPMorgan Small Cap Blend R6
Price$33.65
Change-$1.42 (-4.05%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
JSCHX vs WCMLX Comparison Chart
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JSCHX vs. WCMLX commentary
Dec 19, 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 JSCHX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSCHX has more cash in the bank: 1.66B vs. WCMLX (41.8M). JSCHX pays higher dividends than WCMLX: JSCHX (0.53) vs WCMLX (0.00). JSCHX was incepted earlier than WCMLX: JSCHX (6 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JSCHX (37.00). WCMLX has a lower initial minimum investment than JSCHX: WCMLX (100000) vs JSCHX (15000000). JSCHX annual gain was more profitable for investors over the last year : 17.69 vs. WCMLX (11.03). JSCHX return over 5 years is better than : 42.26 vs. WCMLX (28.75).
| JSCHX | WCMLX | JSCHX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 15.552 | 8.597 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 41.8M | 3,971% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 17.69 | 11.03 | 160% |
| Returns for 3 years | 10.63 | 0.30 | 3,547% |
| Returns for 5 years | 42.26 | 28.75 | 147% |
| Returns for 10 years | N/A | N/A | - |
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