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JSGZX vs WCMLX
JSGZX vs WCMLX Comparison
Open Charts JSGZX vs WCMLX
JPMorgan Small Cap Growth R2
Price$17.74
Change+$0.29 (+1.66%)
VolumeN/A
Net Assets2.99B
WCM Small Cap Growth Institutional
Price$13.95
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets44.33M
JSGZX vs WCMLX Comparison Chart in %
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JSGZX vs. WCMLX commentary
Oct 10, 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 StrongBuy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JSGZX has more cash in the bank: 2.99B vs. WCMLX (44.3M). JSGZX pays higher dividends than WCMLX: JSGZX (0.32) vs WCMLX (0.00). JSGZX was incepted earlier than WCMLX: JSGZX (17 years) vs WCMLX (6 years). WCMLX (1.79) 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 : 8.55 vs. WCMLX (4.73). WCMLX return over 5 years is better than : 12.53 vs. JSGZX (-20.41).
| JSGZX | WCMLX | JSGZX / WCMLX | |
| Total Expense Ratio | 1.49 | 0.99 | 151% |
| Annual Report Gross Expense Ratio | 1.53 | 1.79 | 85% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 5.311 | 6.843 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.99B | 44.3M | 6,749% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | 8.55 | 4.73 | 181% |
| Returns for 3 years | 29.41 | 34.97 | 84% |
| Returns for 5 years | -20.41 | 12.53 | -163% |
| Returns for 10 years | 38.85 | N/A | - |
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