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JSCHX vs WCMLX
JSCHX vs WCMLX Comparison
Open Charts JSCHX vs WCMLX
JPMorgan Small Cap Blend R6
Price$32.47
Change-$0.68 (-2.05%)
VolumeN/A
Net Assets1.52B
WCM Small Cap Growth Institutional
Price$12.58
Change-$0.19 (-1.49%)
VolumeN/A
Net Assets43.04M
JSCHX vs WCMLX Comparison Chart in %
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JSCHX vs. WCMLX commentary
Jul 16, 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: 1.52B vs. WCMLX (43M). JSCHX pays higher dividends than WCMLX: JSCHX (1.16) vs WCMLX (0.00). JSCHX was incepted earlier than WCMLX: JSCHX (7 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JSCHX (0.77). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JSCHX (39.00). 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 : 0.64 vs. WCMLX (-1.92). JSCHX return over 5 years is better than : 44.49 vs. WCMLX (21.04).
| JSCHX | WCMLX | JSCHX / WCMLX | |
| Total Expense Ratio | 0.74 | 0.99 | 75% |
| Annual Report Gross Expense Ratio | 0.77 | 1.79 | 43% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -0.361 | -0.700 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 43M | 3,542% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 0.64 | -1.92 | -33% |
| Returns for 3 years | 27.90 | 23.14 | 121% |
| Returns for 5 years | 44.49 | 21.04 | 211% |
| Returns for 10 years | N/A | N/A | - |
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