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JSGZX vs WCMNX
JSGZX vs WCMNX Comparison
Open Charts JSGZX vs WCMNX
JPMorgan Small Cap Growth R2
Price$17.02
Change-$0.20 (-1.16%)
VolumeN/A
Net Assets3.13B
WCM Small Cap Growth Investor
Price$13.48
Change-$0.22 (-1.61%)
VolumeN/A
Net Assets44.71M
JSGZX vs WCMNX Comparison Chart in %
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JSGZX vs. WCMNX commentary
Sep 15, 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 Hold.
FUNDAMENTALS
Fundamentals
JSGZX has more cash in the bank: 3.13B vs. WCMNX (44.7M). JSGZX pays higher dividends than WCMNX: JSGZX (0.33) vs WCMNX (0.00). JSGZX was incepted earlier than WCMNX: JSGZX (17 years) vs WCMNX (6 years). WCMNX (2.04) 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 : 7.95 vs. WCMNX (7.41). WCMNX return over 5 years is better than : 22.77 vs. JSGZX (-11.42).
| JSGZX | WCMNX | JSGZX / WCMNX | |
| Total Expense Ratio | 1.49 | 1.24 | 120% |
| Annual Report Gross Expense Ratio | 1.53 | 2.04 | 75% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 2.716 | 6.225 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 44.7M | 7,011% |
| Annual Yield % from dividends | 0.33 | 0.00 | - |
| Returns for 1 year | 7.95 | 7.41 | 107% |
| Returns for 3 years | 16.25 | 23.78 | 68% |
| Returns for 5 years | -11.42 | 22.77 | -50% |
| Returns for 10 years | 29.37 | N/A | - |
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