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JISGX vs WCMLX
JISGX vs WCMLX Comparison
Open Charts JISGX vs WCMLX
JPMorgan Small Cap Growth L
Price$22.63
Change-$0.15 (-0.66%)
VolumeN/A
Net Assets2.78B
WCM Small Cap Growth Institutional
Price$14.06
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.58M
JISGX vs WCMLX Comparison Chart in %
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JISGX vs. WCMLX commentary
Dec 28, 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 JISGX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JISGX has more cash in the bank: 2.78B vs. WCMLX (44.6M). JISGX pays higher dividends than WCMLX: JISGX (0.72) vs WCMLX (0.00). JISGX was incepted earlier than WCMLX: JISGX (21 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JISGX (0.85). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JISGX (48.00). WCMLX has a lower initial minimum investment than JISGX: WCMLX (100000) vs JISGX (3000000). WCMLX annual gain was more profitable for investors over the last year : 7.33 vs. JISGX (1.03). WCMLX return over 5 years is better than : -4.16 vs. JISGX (-27.04).
| JISGX | WCMLX | JISGX / WCMLX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.85 | 1.79 | 47% |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | 3.333 | 9.331 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 100000 | 3,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 44.6M | 6,242% |
| Annual Yield % from dividends | 0.72 | 0.00 | - |
| Returns for 1 year | 1.03 | 7.33 | 14% |
| Returns for 3 years | 36.16 | 33.90 | 107% |
| Returns for 5 years | -27.04 | -4.16 | 650% |
| Returns for 10 years | 70.19 | N/A | - |
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