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JSCHX vs WCMLX
JSCHX vs WCMLX Comparison
Open Charts JSCHX vs WCMLX
JPMorgan Small Cap Blend R6
Price$33.24
Change-$0.85 (-2.49%)
VolumeN/A
Net Assets1.58B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
JSCHX vs WCMLX Comparison Chart
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JSCHX vs. WCMLX commentary
Feb 23, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSCHX has more cash in the bank: 1.58B vs. WCMLX (40.2M). 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 : 8.29 vs. WCMLX (-1.40). JSCHX return over 5 years is better than : 30.84 vs. WCMLX (15.29).
| 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 | -0.090 | -1.477 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 40.2M | 3,920% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 8.29 | -1.40 | -592% |
| Returns for 3 years | 13.94 | 7.19 | 194% |
| Returns for 5 years | 30.84 | 15.29 | 202% |
| Returns for 10 years | N/A | N/A | - |