Interact to see
Advertisement
Advertisement
JGSMX vs WCMLX
JGSMX vs WCMLX Comparison
Open Charts JGSMX vs WCMLX
JPMorgan Small Cap Growth R6
Price$23.87
Change-$0.12 (-0.50%)
VolumeN/A
Net Assets2.99B
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets42.97M
JGSMX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGSMX vs. WCMLX commentary
Oct 20, 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: 2.99B vs. WCMLX (43M). JGSMX pays higher dividends than WCMLX: JGSMX (0.84) 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 : 6.74 vs. WCMLX (1.70). WCMLX return over 5 years is better than : 12.48 vs. JGSMX (-12.58).
| 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 | 6.944 | 7.232 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000 | 15,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.99B | 43M | 6,958% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | 6.74 | 1.70 | 397% |
| Returns for 3 years | 33.63 | 33.88 | 99% |
| Returns for 5 years | -12.58 | 12.48 | -101% |
| Returns for 10 years | 72.72 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement