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JMIGX vs WCMLX
JMIGX vs WCMLX Comparison
Open Charts JMIGX vs WCMLX
Jacob Discovery Fd Instl
Price$31.73
Change+$0.56 (+1.80%)
VolumeN/A
Net Assets16.04M
WCM Small Cap Growth Institutional
Price$13.58
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets44.98M
JMIGX vs WCMLX Comparison Chart in %
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JMIGX vs. WCMLX commentary
Sep 07, 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 Buy and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 45M vs. JMIGX (16M). 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 : 37.06 vs. WCMLX (6.59). JMIGX return over 5 years is better than : 23.74 vs. WCMLX (20.93).
| 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 | 19.241 | 5.599 | 344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16M | 45M | 36% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 37.06 | 6.59 | 562% |
| Returns for 3 years | 34.56 | 28.23 | 122% |
| Returns for 5 years | 23.74 | 20.93 | 113% |
| Returns for 10 years | 92.30 | N/A | - |
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