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JSCHX vs WCMLX
JSCHX vs WCMLX Comparison
Open Charts JSCHX vs WCMLX
JPMorgan Small Cap Blend R6
Price$35.54
Change-$0.21 (-0.59%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.99
Change-$0.12 (-0.85%)
VolumeN/A
CapitalizationN/A
JSCHX vs WCMLX Comparison Chart
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JSCHX vs. WCMLX commentary
Nov 14, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSCHX has more cash in the bank: 1.69B vs. WCMLX (43.4M). 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 : 37.55 vs. WCMLX (33.49). JSCHX return over 5 years is better than : 47.16 vs. WCMLX (39.43).
| 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 | 17.792 | 14.436 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 43.4M | 3,889% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 37.55 | 33.49 | 112% |
| Returns for 3 years | -2.55 | -12.36 | 21% |
| Returns for 5 years | 47.16 | 39.43 | 120% |
| Returns for 10 years | N/A | N/A | - |
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