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JSGZX vs WCMNX
JSGZX vs WCMNX Comparison
Open Charts JSGZX vs WCMNX
JPMorgan Small Cap Growth R2
Price$17.74
Change+$0.29 (+1.66%)
VolumeN/A
Net Assets2.99B
WCM Small Cap Growth Investor
Price$13.74
Change+$0.20 (+1.48%)
VolumeN/A
Net Assets43.69M
JSGZX vs WCMNX Comparison Chart in %
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JSGZX vs. WCMNX commentary
Oct 10, 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 StrongBuy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
JSGZX has more cash in the bank: 2.99B vs. WCMNX (43.7M). JSGZX pays higher dividends than WCMNX: JSGZX (0.32) 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 : 8.55 vs. WCMNX (4.48). WCMNX return over 5 years is better than : 11.17 vs. JSGZX (-20.41).
| 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 | 5.311 | 6.698 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.99B | 43.7M | 6,842% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | 8.55 | 4.48 | 191% |
| Returns for 3 years | 29.41 | 34.06 | 86% |
| Returns for 5 years | -20.41 | 11.17 | -183% |
| Returns for 10 years | 38.85 | N/A | - |
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