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JSGZX vs WCMLX
JSGZX vs WCMLX Comparison
Open Charts JSGZX vs WCMLX
JPMorgan Small Cap Growth R2
Price$17.02
Change-$0.20 (-1.16%)
VolumeN/A
Net Assets3.13B
WCM Small Cap Growth Institutional
Price$13.68
Change-$0.22 (-1.58%)
VolumeN/A
Net Assets44.71M
JSGZX vs WCMLX Comparison Chart in %
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JSGZX vs. WCMLX commentary
Sep 15, 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: 3.13B vs. WCMLX (44.7M). JSGZX pays higher dividends than WCMLX: JSGZX (0.33) 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 (7.95) and WCMLX (7.63) have marching annual gain over last year. WCMLX return over 5 years is better than : 24.36 vs. JSGZX (-11.42).
| 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 | 2.716 | 6.376 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 44.7M | 7,011% |
| Annual Yield % from dividends | 0.33 | 0.00 | - |
| Returns for 1 year | 7.95 | 7.63 | 104% |
| Returns for 3 years | 16.25 | 24.70 | 66% |
| Returns for 5 years | -11.42 | 24.36 | -47% |
| Returns for 10 years | 29.37 | N/A | - |
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