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JSCHX vs WCMLX
JSCHX vs WCMLX Comparison
Open Charts JSCHX vs WCMLX
JPMorgan Small Cap Blend R6
Price$33.60
Change-$0.31 (-0.91%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.10 (-0.75%)
VolumeN/A
CapitalizationN/A
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JSCHX vs WCMLX Comparison Chart
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JSCHX vs. WCMLX commentary
Sep 21, 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 StrongSell and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSCHX has more cash in the bank: 1.59B vs. WCMLX (41.5M). 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 : 20.47 vs. WCMLX (14.27).
| 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 | 9.720 | 5.839 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 41.5M | 3,822% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 20.47 | 14.27 | 143% |
| Returns for 3 years | -1.69 | -16.40 | 10% |
| Returns for 5 years | 41.48 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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