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JMIGX vs WCMNX
JMIGX vs WCMNX Comparison
Open Charts JMIGX vs WCMNX
Jacob Discovery Fd Instl
Price$21.86
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets11.82M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
JMIGX vs WCMNX Comparison Chart
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JMIGX vs. WCMNX commentary
Apr 18, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 38.8M vs. JMIGX (11.8M). JMIGX (0.00) and WCMNX (0.00) have matching dividends . JMIGX was incepted earlier than WCMNX: JMIGX (27 years) vs WCMNX (5 years). JMIGX (2.68) is less costly to investors than WCMNX (2.11). WCMNX is a more actively managed with annual turnover of: 48.00 vs. JMIGX (20.00). WCMNX has a lower initial minimum investment than JMIGX: WCMNX (1000) vs JMIGX (100000). JMIGX annual gain was more profitable for investors over the last year : -4.64 vs. WCMNX (-12.50). JMIGX return over 5 years is better than : 24.60 vs. WCMNX (21.77).
| JMIGX | WCMNX | JMIGX / WCMNX | |
| Total Expense Ratio | 2.00 | 1.24 | 161% |
| Annual Report Gross Expense Ratio | 2.68 | 2.11 | 127% |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | -18.076 | -16.706 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 38.8M | 30% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.64 | -12.50 | 37% |
| Returns for 3 years | -26.85 | -8.72 | 308% |
| Returns for 5 years | 24.60 | 21.77 | 113% |
| Returns for 10 years | 13.31 | N/A | - |
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