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JSGZX vs WCMLX
JSGZX vs WCMLX Comparison
Open Charts JSGZX vs WCMLX
JPMorgan Small Cap Growth R2
Price$14.81
Change-$0.07 (-0.47%)
VolumeN/A
Net Assets3.08B
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
JSGZX vs WCMLX Comparison Chart
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JSGZX vs. WCMLX commentary
May 11, 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 JSGZX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSGZX has more cash in the bank: 3.08B vs. WCMLX (42M). JSGZX pays higher dividends than WCMLX: JSGZX (0.39) vs WCMLX (0.00). JSGZX was incepted earlier than WCMLX: JSGZX (17 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than JSGZX (1.53). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JSGZX (43.00). JSGZX has a lower initial minimum investment than WCMLX: JSGZX (0) vs WCMLX (100000). JSGZX annual gain was more profitable for investors over the last year : -4.17 vs. WCMLX (-6.97). WCMLX return over 5 years is better than : 22.04 vs. JSGZX (-6.86).
| JSGZX | WCMLX | JSGZX / WCMLX | |
| Total Expense Ratio | 1.49 | 0.99 | 151% |
| Annual Report Gross Expense Ratio | 1.53 | 1.86 | 82% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -10.199 | -8.709 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 42M | 7,324% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | -4.17 | -6.97 | 60% |
| Returns for 3 years | 13.02 | 14.99 | 87% |
| Returns for 5 years | -6.86 | 22.04 | -31% |
| Returns for 10 years | 10.43 | N/A | - |
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