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JSGZX vs WCMNX
JSGZX vs WCMNX Comparison
Open Charts JSGZX vs WCMNX
JPMorgan Small Cap Growth R2
Price$17.50
Change+$0.41 (+2.40%)
VolumeN/A
Net Assets3.14B
WCM Small Cap Growth Investor
Price$13.97
Change+$0.39 (+2.87%)
VolumeN/A
Net Assets45.17M
JSGZX vs WCMNX Comparison Chart in %
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JSGZX vs. WCMNX commentary
Sep 19, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
JSGZX has more cash in the bank: 3.14B vs. WCMNX (45.2M). 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 (5.59) and WCMNX (5.35) have marching annual gain over last year. WCMNX return over 5 years is better than : 21.25 vs. JSGZX (-14.00).
| 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 | 3.138 | 7.013 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 45.2M | 6,942% |
| Annual Yield % from dividends | 0.33 | 0.00 | - |
| Returns for 1 year | 5.59 | 5.35 | 104% |
| Returns for 3 years | 19.16 | 26.92 | 71% |
| Returns for 5 years | -14.00 | 21.25 | -66% |
| Returns for 10 years | 30.10 | N/A | - |
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