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JSGZX vs WCMNX
JSGZX vs WCMNX Comparison
Open Charts JSGZX vs WCMNX
JPMorgan Small Cap Growth R2
Price$14.81
Change-$0.07 (-0.47%)
VolumeN/A
Net Assets3.08B
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
JSGZX vs WCMNX Comparison Chart
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JSGZX vs. WCMNX commentary
May 11, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSGZX has more cash in the bank: 3.08B vs. WCMNX (42M). JSGZX pays higher dividends than WCMNX: JSGZX (0.39) vs WCMNX (0.00). JSGZX was incepted earlier than WCMNX: JSGZX (17 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than JSGZX (1.53). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JSGZX (43.00). JSGZX has a lower initial minimum investment than WCMNX: JSGZX (0) vs WCMNX (1000). JSGZX annual gain was more profitable for investors over the last year : -4.17 vs. WCMNX (-7.21). WCMNX return over 5 years is better than : 20.50 vs. JSGZX (-6.86).
| JSGZX | WCMNX | JSGZX / WCMNX | |
| Total Expense Ratio | 1.49 | 1.24 | 120% |
| Annual Report Gross Expense Ratio | 1.53 | 2.11 | 73% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -10.199 | -8.747 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 42M | 7,324% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | -4.17 | -7.21 | 58% |
| Returns for 3 years | 13.02 | 14.20 | 92% |
| Returns for 5 years | -6.86 | 20.50 | -33% |
| Returns for 10 years | 10.43 | N/A | - |
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