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JMIGX vs WCMLX
JMIGX vs WCMLX Comparison
Open Charts JMIGX vs WCMLX
Jacob Discovery Fd Instl
Price$24.21
Change-$0.53 (-2.14%)
VolumeN/A
Net Assets13.15M
WCM Small Cap Growth Institutional
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
Net Assets41.48M
JMIGX vs WCMLX Comparison Chart
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JMIGX vs. WCMLX commentary
Jun 15, 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: 41.5M vs. JMIGX (13.1M). JMIGX (0.00) and WCMLX (0.00) have matching dividends . JMIGX was incepted earlier than WCMLX: JMIGX (27 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 : 2.10 vs. WCMLX (-1.53). WCMLX return over 5 years is better than : 23.01 vs. JMIGX (12.67).
| JMIGX | WCMLX | JMIGX / WCMLX | |
| Total Expense Ratio | 2.00 | 0.99 | 202% |
| Annual Report Gross Expense Ratio | 2.68 | 1.79 | 150% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | -7.027 | -5.210 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 41.5M | 32% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.10 | -1.53 | -137% |
| Returns for 3 years | 9.13 | 26.98 | 34% |
| Returns for 5 years | 12.67 | 23.01 | 55% |
| Returns for 10 years | 29.47 | N/A | - |
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