JMCGX
Price
$23.94
Change
+$0.26 (+1.10%)
Updated
Dec 24 closing price
WCMLX
Price
$13.02
Change
+$0.09 (+0.70%)
Updated
Dec 24 closing price
Ad is loading...

JMCGX vs WCMLX

Header iconJMCGX vs WCMLX Comparison
Open Charts JMCGX vs WCMLXBanner chart's image
Jacob Discovery Fd I
Price$23.94
Change+$0.26 (+1.10%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.02
Change+$0.09 (+0.70%)
VolumeN/A
CapitalizationN/A
JMCGX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JMCGX vs. WCMLX commentary
Dec 25, 2024

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 JMCGX is a Hold and WCMLX is a StrongBuy.

Ad is loading...
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 40.5M vs. JMCGX (15.2M). JMCGX (0.00) and WCMLX (0.00) have matching dividends . JMCGX was incepted earlier than WCMLX: JMCGX (24 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JMCGX (16.00). JMCGX has a lower initial minimum investment than WCMLX: JMCGX (2500) vs WCMLX (100000). JMCGX annual gain was more profitable for investors over the last year : 11.54 vs. WCMLX (4.53). WCMLX return over 5 years is better than : 23.03 vs. JMCGX (19.27).
JMCGXWCMLXJMCGX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years5 years-
Gain YTD9.5794.866197%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets15.2M40.5M38%
Annual Yield % from dividends0.000.00-
Returns for 1 year11.544.53255%
Returns for 3 years-35.34-6.98506%
Returns for 5 years19.2723.0384%
Returns for 10 years50.91N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NWJEX104.990.83
+0.80%
Nationwide NYSE Arca Tech 100 Idx R6
AIGYX10.750.06
+0.56%
abrdn Realty Income & Growth Instl
SHAPX35.110.18
+0.52%
ClearBridge Appreciation A
OGMCX23.070.07
+0.30%
Invesco Gold & Special Minerals C
STCZX15.97N/A
N/A
Virtus Silvant Large-Cap Growth Stk R6