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JGSMX vs WCMLX
JGSMX vs WCMLX Comparison
Open Charts JGSMX vs WCMLX
JPMorgan Small Cap Growth R6
Price$23.09
Change-$0.88 (-3.67%)
VolumeN/A
Net Assets2.83B
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.44 (-3.21%)
VolumeN/A
Net Assets41.88M
JGSMX vs WCMLX Comparison Chart in %
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JGSMX vs. WCMLX commentary
Nov 14, 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 JGSMX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JGSMX has more cash in the bank: 2.83B vs. WCMLX (41.9M). JGSMX pays higher dividends than WCMLX: JGSMX (0.79) 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). JGSMX annual gain was more profitable for investors over the last year : 1.26 vs. WCMLX (-2.98). WCMLX return over 5 years is better than : 4.74 vs. JGSMX (-14.99).
| 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 | 7.392 | 6.454 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 41.9M | 6,745% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | 1.26 | -2.98 | -42% |
| Returns for 3 years | 30.00 | 22.89 | 131% |
| Returns for 5 years | -14.99 | 4.74 | -316% |
| Returns for 10 years | 70.76 | N/A | - |
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