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JSGZX vs WCMLX
JSGZX vs WCMLX Comparison
Open Charts JSGZX vs WCMLX
JPMorgan Small Cap Growth R2
Price$16.07
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets3.25B
WCM Small Cap Growth Institutional
Price$12.45
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets42.18M
JSGZX vs WCMLX Comparison Chart in %
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JSGZX vs. WCMLX commentary
Jun 30, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSGZX has more cash in the bank: 3.25B vs. WCMLX (42.2M). JSGZX pays higher dividends than WCMLX: JSGZX (0.37) 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 : 2.05 vs. WCMLX (0.24). WCMLX return over 5 years is better than : 24.38 vs. JSGZX (-7.28).
| 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 | -3.018 | -3.188 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 42.2M | 7,704% |
| Annual Yield % from dividends | 0.37 | 0.00 | - |
| Returns for 1 year | 2.05 | 0.24 | 850% |
| Returns for 3 years | 20.87 | 22.90 | 91% |
| Returns for 5 years | -7.28 | 24.38 | -30% |
| Returns for 10 years | 13.55 | N/A | - |
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