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PGSGX vs WCMLX
PGSGX vs WCMLX Comparison
Open Charts PGSGX vs WCMLX
JPMorgan Small Cap Growth A
Price$18.04
Change-$0.11 (-0.61%)
VolumeN/A
Net Assets2.78B
WCM Small Cap Growth Institutional
Price$14.06
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.58M
PGSGX vs WCMLX Comparison Chart in %
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PGSGX 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 PGSGX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PGSGX has more cash in the bank: 2.78B vs. WCMLX (44.6M). PGSGX pays higher dividends than WCMLX: PGSGX (0.54) vs WCMLX (0.00). PGSGX was incepted earlier than WCMLX: PGSGX (35 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PGSGX (1.26). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PGSGX (48.00). PGSGX has a lower initial minimum investment than WCMLX: PGSGX (1000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 7.33 vs. PGSGX (-0.50). WCMLX return over 5 years is better than : -4.16 vs. PGSGX (-31.16).
| PGSGX | WCMLX | PGSGX / WCMLX | |
| Total Expense Ratio | 1.24 | 0.99 | 125% |
| Annual Report Gross Expense Ratio | 1.26 | 1.79 | 70% |
| Fund Existence | 35 years | 6 years | - |
| Gain YTD | 1.748 | 9.331 | 19% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 44.6M | 6,242% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | -0.50 | 7.33 | -7% |
| Returns for 3 years | 32.94 | 33.90 | 97% |
| Returns for 5 years | -31.16 | -4.16 | 749% |
| Returns for 10 years | 49.80 | N/A | - |
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