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JSGZX vs WCMLX
JSGZX vs WCMLX Comparison
Open Charts JSGZX vs WCMLX
JPMorgan Small Cap Growth R2
Price$17.20
Change-$0.47 (-2.66%)
VolumeN/A
Net Assets2.47B
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
JSGZX vs WCMLX Comparison Chart in %
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JSGZX 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 JSGZX is a StrongBuy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JSGZX has more cash in the bank: 2.47B vs. WCMLX (47.1M). JSGZX (0.00) and WCMLX (0.00) have matching dividends . JSGZX was incepted earlier than WCMLX: JSGZX (17 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JSGZX (1.53). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JSGZX (48.00). JSGZX has a lower initial minimum investment than WCMLX: JSGZX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 8.52 vs. JSGZX (-0.58). WCMLX return over 5 years is better than : -5.30 vs. JSGZX (-33.98).
| JSGZX | WCMLX | JSGZX / WCMLX | |
| Total Expense Ratio | 1.49 | 0.99 | 151% |
| Annual Report Gross Expense Ratio | 1.53 | 1.79 | 85% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 5.521 | 6.395 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 47.1M | 5,246% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.58 | 8.52 | -7% |
| Returns for 3 years | 16.22 | 19.51 | 83% |
| Returns for 5 years | -33.98 | -5.30 | 641% |
| Returns for 10 years | 85.97 | N/A | - |
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