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JSGZX vs WCMNX
JSGZX vs WCMNX Comparison
Open Charts JSGZX vs WCMNX
JPMorgan Small Cap Growth R2
Price$16.41
Change+$0.11 (+0.67%)
VolumeN/A
Net Assets3.25B
WCM Small Cap Growth Investor
Price$12.59
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets42.97M
JSGZX vs WCMNX Comparison Chart in %
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JSGZX vs. WCMNX commentary
Jul 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSGZX has more cash in the bank: 3.25B vs. WCMNX (43M). JSGZX pays higher dividends than WCMNX: JSGZX (0.35) 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 : -0.46 vs. WCMNX (-1.18). WCMNX return over 5 years is better than : 17.93 vs. JSGZX (-11.50).
| 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 | -1.629 | -1.024 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 43M | 7,563% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | -0.46 | -1.18 | 39% |
| Returns for 3 years | 20.61 | 21.94 | 94% |
| Returns for 5 years | -11.50 | 17.93 | -64% |
| Returns for 10 years | 12.95 | N/A | - |
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