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JMIGX vs WCMLX
JMIGX vs WCMLX Comparison
Open Charts JMIGX vs WCMLX
Jacob Discovery Fd Instl
Price$30.45
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets15.73M
WCM Small Cap Growth Institutional
Price$13.18
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets44.37M
JMIGX vs WCMLX Comparison Chart in %
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JMIGX vs. WCMLX commentary
Aug 16, 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 JMIGX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 44.4M vs. JMIGX (15.7M). JMIGX (0.00) and WCMLX (0.00) have matching dividends . JMIGX was incepted earlier than WCMLX: JMIGX (28 years) vs WCMLX (6 years). JMIGX (2.68) is less costly to investors than WCMLX (1.79). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JMIGX (20.00). JMIGX (100000) and WCMLX (100000) have matching initial minimum investment requirements. JMIGX annual gain was more profitable for investors over the last year : 29.19 vs. WCMLX (3.76). WCMLX return over 5 years is better than : 18.18 vs. JMIGX (16.28).
| JMIGX | WCMLX | JMIGX / WCMLX | |
| Total Expense Ratio | 2.00 | 0.99 | 202% |
| Annual Report Gross Expense Ratio | 2.68 | 1.79 | 150% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | 14.919 | 3.110 | 480% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7M | 44.4M | 35% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 29.19 | 3.76 | 777% |
| Returns for 3 years | 17.52 | 10.04 | 175% |
| Returns for 5 years | 16.28 | 18.18 | 90% |
| Returns for 10 years | 77.00 | N/A | - |
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