JSGZX
Price
$16.18
Change
+$0.22 (+1.38%)
Updated
Feb 27, 6:59 PM EST
WCMNX
Price
$12.83
Change
-$0.00 (-0.00%)
Updated
Feb 27, 6:59 PM EST
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Compare trend and price JSGZX vs WCMNX

Header iconJSGZX vs WCMNX Comparison
Open Charts JSGZX vs WCMNXBanner chart's image
JPMorgan Small Cap Growth R2
Price$16.18
Change+$0.22 (+1.38%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JSGZX vs WCMNX Comparison Chart

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VS
JSGZX vs. WCMNX 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 WCMNX is a Buy.

FUNDAMENTALS
Fundamentals
JSGZX has more cash in the bank: 4B vs. WCMNX (46M). JSGZX (0.00) and WCMNX (0.00) have matching dividends . JSGZX was incepted earlier than WCMNX: JSGZX (15 years) vs WCMNX (4 years). WCMNX (2.19) is less costly to investors than JSGZX (1.53). WCMNX is a more actively managed with annual turnover of: 45.00 vs. JSGZX (33.00). 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 : 14.35 vs. WCMNX (10.51).
JSGZXWCMNXJSGZX / WCMNX
Total Expense Ratio1.491.24120%
Annual Report Gross Expense Ratio1.532.1970%
Fund Existence15 years4 years-
Gain YTD9.1775.164178%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets4B46M8,689%
Annual Yield % from dividends0.000.00-
Returns for 1 year14.3510.51137%
Returns for 3 years-35.43-16.14219%
Returns for 5 years10.67N/A-
Returns for 10 years66.81N/A-
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