JSGZX
Price
$16.18
Change
+$0.22 (+1.38%)
Updated
Feb 27, 6:59 PM EST
WCMLX
Price
$12.97
Change
-$0.00 (-0.00%)
Updated
Feb 27, 6:59 PM EST
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Analysis and predictions JSGZX vs WCMLX

Header iconJSGZX vs WCMLX Comparison
Open Charts JSGZX vs WCMLXBanner chart's image
JPMorgan Small Cap Growth R2
Price$16.18
Change+$0.22 (+1.38%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JSGZX vs WCMLX Comparison Chart

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VS
JSGZX vs. WCMLX commentary
Feb 28, 2024

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 Buy.

FUNDAMENTALS
Fundamentals
JSGZX has more cash in the bank: 4B vs. WCMLX (46M). JSGZX (0.00) and WCMLX (0.00) have matching dividends . JSGZX was incepted earlier than WCMLX: JSGZX (15 years) vs WCMLX (4 years). WCMLX (1.94) is less costly to investors than JSGZX (1.53). WCMLX is a more actively managed with annual turnover of: 45.00 vs. JSGZX (33.00). 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 : 14.35 vs. WCMLX (10.76).
JSGZXWCMLXJSGZX / WCMLX
Total Expense Ratio1.490.99151%
Annual Report Gross Expense Ratio1.531.9479%
Fund Existence15 years4 years-
Gain YTD9.1775.191177%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets4B46M8,689%
Annual Yield % from dividends0.000.00-
Returns for 1 year14.3510.76133%
Returns for 3 years-35.43-15.45229%
Returns for 5 years10.67N/A-
Returns for 10 years66.81N/A-
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