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JMIGX vs WCMLX
JMIGX vs WCMLX Comparison
Open Charts JMIGX vs WCMLX
Jacob Discovery Fd Instl
Price$22.91
Change-$0.29 (-1.25%)
VolumeN/A
Net Assets12.28M
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
JMIGX vs WCMLX Comparison Chart
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JMIGX vs. WCMLX commentary
May 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 42M vs. JMIGX (12.3M). 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 (1.86). 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 : -3.37 vs. WCMLX (-6.97). WCMLX return over 5 years is better than : 22.04 vs. JMIGX (9.61).
| JMIGX | WCMLX | JMIGX / WCMLX | |
| Total Expense Ratio | 2.00 | 0.99 | 202% |
| Annual Report Gross Expense Ratio | 2.68 | 1.86 | 144% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | -13.905 | -8.709 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 42M | 29% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.37 | -6.97 | 48% |
| Returns for 3 years | -5.17 | 14.99 | -35% |
| Returns for 5 years | 9.61 | 22.04 | 44% |
| Returns for 10 years | 24.23 | N/A | - |
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