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JSGZX vs WCMNX
JSGZX vs WCMNX Comparison
Open Charts JSGZX vs WCMNX
JPMorgan Small Cap Growth R2
Price$17.20
Change-$0.47 (-2.66%)
VolumeN/A
Net Assets2.47B
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
JSGZX vs WCMNX Comparison Chart in %
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JSGZX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
JSGZX has more cash in the bank: 2.47B vs. WCMNX (47.1M). JSGZX (0.00) and WCMNX (0.00) have matching dividends . JSGZX was incepted earlier than WCMNX: JSGZX (17 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than JSGZX (1.53). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JSGZX (48.00). JSGZX has a lower initial minimum investment than WCMNX: JSGZX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. JSGZX (-0.58). WCMNX return over 5 years is better than : -6.49 vs. JSGZX (-33.98).
| JSGZX | WCMNX | JSGZX / WCMNX | |
| Total Expense Ratio | 1.49 | 1.24 | 120% |
| Annual Report Gross Expense Ratio | 1.53 | 2.04 | 75% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 5.521 | 6.421 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 8.34 | -7% |
| Returns for 3 years | 16.22 | 18.68 | 87% |
| Returns for 5 years | -33.98 | -6.49 | 524% |
| Returns for 10 years | 85.97 | N/A | - |
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