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JMIGX vs WCMLX
JMIGX vs WCMLX Comparison
Open Charts JMIGX vs WCMLX
Jacob Discovery Fd Instl
Price$26.57
Change+$0.49 (+1.88%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.92
Change+$0.19 (+1.38%)
VolumeN/A
CapitalizationN/A
JMIGX vs WCMLX Comparison Chart
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JMIGX vs. WCMLX commentary
Nov 23, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 41.9M 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 : 27.53 vs. WCMLX (22.59). WCMLX (34.34) and JMIGX (33.69) have equivalent 5 years return.
| 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 | 8.441 | 11.354 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 41.9M | 36% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 27.53 | 22.59 | 122% |
| Returns for 3 years | -40.72 | -11.25 | 362% |
| Returns for 5 years | 33.69 | 34.34 | 98% |
| Returns for 10 years | 28.51 | N/A | - |
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