Interact to see
Advertisement
Advertisement
JSGZX vs WCMLX
JSGZX vs WCMLX Comparison
Open Charts JSGZX vs WCMLX
JPMorgan Small Cap Growth R2
Price$18.14
Change+$0.17 (+0.95%)
VolumeN/A
Net Assets3.06B
WCM Small Cap Growth Institutional
Price$14.29
Change+$0.16 (+1.13%)
VolumeN/A
Net Assets45.03M
JSGZX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSGZX vs. WCMLX commentary
Oct 27, 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 Hold.
FUNDAMENTALS
Fundamentals
JSGZX has more cash in the bank: 3.06B vs. WCMLX (45M). 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 (48.00). 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 : 11.87 vs. WCMLX (8.50). WCMLX return over 5 years is better than : 16.75 vs. JSGZX (-16.70).
| 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 | 9.475 | 11.120 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 45M | 6,791% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | 11.87 | 8.50 | 140% |
| Returns for 3 years | 32.28 | 37.27 | 87% |
| Returns for 5 years | -16.70 | 16.75 | -100% |
| Returns for 10 years | 47.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement