Interact to see
Advertisement
Advertisement
JSGZX vs WCMLX
JSGZX vs WCMLX Comparison
Open Charts JSGZX vs WCMLX
JPMorgan Small Cap Growth R2
Price$17.33
Change+$0.37 (+2.18%)
VolumeN/A
Net Assets2.79B
WCM Small Cap Growth Institutional
Price$13.61
Change+$0.28 (+2.10%)
VolumeN/A
Net Assets42.07M
JSGZX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSGZX vs. WCMLX commentary
Nov 25, 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 Buy.
FUNDAMENTALS
Fundamentals
JSGZX has more cash in the bank: 2.79B vs. WCMLX (42.1M). JSGZX pays higher dividends than WCMLX: JSGZX (0.31) 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 : -2.15 vs. WCMLX (-4.24). WCMLX return over 5 years is better than : -0.30 vs. JSGZX (-27.09).
| 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 | 4.587 | 3.655 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 42.1M | 6,629% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | -2.15 | -4.24 | 51% |
| Returns for 3 years | 26.37 | 22.52 | 117% |
| Returns for 5 years | -27.09 | -0.30 | 9,056% |
| Returns for 10 years | 31.23 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers