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JGSMX vs WCMLX
JGSMX vs WCMLX Comparison
Open Charts JGSMX vs WCMLX
JPMorgan Small Cap Growth R6
Price$23.74
Change-$0.19 (-0.79%)
VolumeN/A
Net Assets2.48B
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
JGSMX vs WCMLX Comparison Chart in %
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JGSMX vs. WCMLX commentary
Feb 04, 2026
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 JGSMX is a StrongBuy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 2.48B vs. WCMLX (47.1M). JGSMX pays higher dividends than WCMLX: JGSMX (0.31) vs WCMLX (0.00). JGSMX was incepted earlier than WCMLX: JGSMX (15 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JGSMX (0.75). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JGSMX (48.00). WCMLX has a lower initial minimum investment than JGSMX: WCMLX (100000) vs JGSMX (15000000). WCMLX annual gain was more profitable for investors over the last year : 8.52 vs. JGSMX (2.19). WCMLX return over 5 years is better than : -5.30 vs. JGSMX (-27.38).
| JGSMX | WCMLX | JGSMX / WCMLX | |
| Total Expense Ratio | 0.74 | 0.99 | 75% |
| Annual Report Gross Expense Ratio | 0.75 | 1.79 | 42% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 5.605 | 6.395 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 47.1M | 5,272% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | 2.19 | 8.52 | 26% |
| Returns for 3 years | 21.18 | 19.51 | 109% |
| Returns for 5 years | -27.38 | -5.30 | 516% |
| Returns for 10 years | 127.39 | N/A | - |
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