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JSGZX vs WCMLX
JSGZX vs WCMLX Comparison
Open Charts JSGZX vs WCMLX
JPMorgan Small Cap Growth R2
Price$17.09
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets3.14B
WCM Small Cap Growth Institutional
Price$13.78
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets45.17M
JSGZX vs WCMLX Comparison Chart in %
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JSGZX vs. WCMLX commentary
Sep 18, 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: 3.14B vs. WCMLX (45.2M). 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). WCMLX annual gain was more profitable for investors over the last year : 5.89 vs. JSGZX (5.58). WCMLX return over 5 years is better than : 23.35 vs. JSGZX (-13.90).
| 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 | 3.259 | 7.621 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 45.2M | 6,942% |
| Annual Yield % from dividends | 0.33 | 0.00 | - |
| Returns for 1 year | 5.58 | 5.89 | 95% |
| Returns for 3 years | 19.89 | 29.59 | 67% |
| Returns for 5 years | -13.90 | 23.35 | -60% |
| Returns for 10 years | 29.27 | N/A | - |