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JSCHX vs WCMLX
JSCHX vs WCMLX Comparison
Open Charts JSCHX vs WCMLX
JPMorgan Small Cap Blend R6
Price$31.02
Change+$0.51 (+1.67%)
VolumeN/A
Net Assets1.44B
WCM Small Cap Growth Institutional
Price$11.67
Change+$0.24 (+2.10%)
VolumeN/A
Net Assets40.69M
JSCHX vs WCMLX Comparison Chart
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JSCHX vs. WCMLX commentary
Apr 03, 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: 1.44B vs. WCMLX (40.7M). JSCHX pays higher dividends than WCMLX: JSCHX (1.23) vs WCMLX (0.00). JSCHX was incepted earlier than WCMLX: JSCHX (7 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than JSCHX (0.77). WCMLX is a more actively managed with annual turnover of: 48.00 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 : -2.95 vs. WCMLX (-11.40). JSCHX return over 5 years is better than : 81.19 vs. WCMLX (59.64).
| JSCHX | WCMLX | JSCHX / WCMLX | |
| Total Expense Ratio | 0.74 | 0.99 | 75% |
| Annual Report Gross Expense Ratio | 0.77 | 1.86 | 41% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -8.296 | -11.120 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 40.7M | 3,548% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | -2.95 | -11.40 | 26% |
| Returns for 3 years | 0.75 | -7.82 | -10% |
| Returns for 5 years | 81.19 | 59.64 | 136% |
| Returns for 10 years | N/A | N/A | - |
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