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JSMGX vs WCMLX
JSMGX vs WCMLX Comparison
Open Charts JSMGX vs WCMLX
Janus Henderson Triton I
Price$25.70
Change+$0.31 (+1.22%)
VolumeN/A
Net Assets5.43B
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
JSMGX vs WCMLX Comparison Chart
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JSMGX vs. WCMLX commentary
May 09, 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 JSMGX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSMGX has more cash in the bank: 5.43B vs. WCMLX (42.1M). JSMGX (0.00) and WCMLX (0.00) have matching dividends . JSMGX was incepted earlier than WCMLX: JSMGX (16 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than JSMGX (0.77). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JSMGX (19.00). WCMLX has a lower initial minimum investment than JSMGX: WCMLX (100000) vs JSMGX (1000000). JSMGX annual gain was more profitable for investors over the last year : -6.10 vs. WCMLX (-6.86). WCMLX return over 5 years is better than : 21.31 vs. JSMGX (-7.33).
| JSMGX | WCMLX | JSMGX / WCMLX | |
| Total Expense Ratio | 0.77 | 0.99 | 78% |
| Annual Report Gross Expense Ratio | 0.77 | 1.86 | 41% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -6.273 | -9.253 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.43B | 42.1M | 12,905% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.10 | -6.86 | 89% |
| Returns for 3 years | -7.80 | 15.89 | -49% |
| Returns for 5 years | -7.33 | 21.31 | -34% |
| Returns for 10 years | 1.51 | N/A | - |
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