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JMIGX vs WCMLX
JMIGX vs WCMLX Comparison
Open Charts JMIGX vs WCMLX
Jacob Discovery Fd Instl
Price$26.72
Change+$0.30 (+1.14%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.02
Change+$0.09 (+0.70%)
VolumeN/A
CapitalizationN/A
JMIGX vs WCMLX Comparison Chart
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JMIGX 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 JMIGX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 40.5M vs. JMIGX (15.2M). JMIGX (0.00) and WCMLX (0.00) have matching dividends . JMIGX was incepted earlier than WCMLX: JMIGX (27 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JMIGX (16.00). JMIGX (100000) and WCMLX (100000) have matching initial minimum investment requirements. JMIGX annual gain was more profitable for investors over the last year : 13.17 vs. WCMLX (5.25). WCMLX return over 5 years is better than : 23.65 vs. JMIGX (22.30).
| JMIGX | WCMLX | JMIGX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 11.102 | 5.596 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 40.5M | 38% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.17 | 5.25 | 251% |
| Returns for 3 years | -34.02 | -6.33 | 537% |
| Returns for 5 years | 22.30 | 23.65 | 94% |
| Returns for 10 years | 60.97 | N/A | - |
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