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JSCHX vs WCMLX
JSCHX vs WCMLX Comparison
Open Charts JSCHX vs WCMLX
JPMorgan Small Cap Blend R6
Price$34.39
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets1.64B
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
JSCHX vs WCMLX Comparison Chart
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JSCHX vs. WCMLX commentary
Jan 19, 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 JSCHX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSCHX has more cash in the bank: 1.64B vs. WCMLX (41.8M). JSCHX pays higher dividends than WCMLX: JSCHX (0.53) vs WCMLX (0.00). JSCHX was incepted earlier than WCMLX: JSCHX (7 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 : 19.14 vs. WCMLX (11.89). JSCHX return over 5 years is better than : 36.21 vs. WCMLX (23.03).
| JSCHX | WCMLX | JSCHX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 3.366 | 4.666 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 41.8M | 3,926% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 19.14 | 11.89 | 161% |
| Returns for 3 years | 11.71 | 7.77 | 151% |
| Returns for 5 years | 36.21 | 23.03 | 157% |
| Returns for 10 years | N/A | N/A | - |
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