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JMIGX vs WCMNX
JMIGX vs WCMNX Comparison
Open Charts JMIGX vs WCMNX
Jacob Discovery Fd Instl
Price$24.21
Change-$0.53 (-2.14%)
VolumeN/A
Net Assets13.15M
WCM Small Cap Growth Investor
Price$11.80
Change-$0.22 (-1.83%)
VolumeN/A
Net Assets41.48M
JMIGX vs WCMNX Comparison Chart
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JMIGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 41.5M vs. JMIGX (13.1M). JMIGX (0.00) and WCMNX (0.00) have matching dividends . JMIGX was incepted earlier than WCMNX: JMIGX (27 years) vs WCMNX (6 years). JMIGX (2.68) is less costly to investors than WCMNX (2.04). WCMNX is a more actively managed with annual turnover of: 83.00 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 : 2.10 vs. WCMNX (-1.80). WCMNX return over 5 years is better than : 21.54 vs. JMIGX (12.67).
| JMIGX | WCMNX | JMIGX / WCMNX | |
| Total Expense Ratio | 2.00 | 1.24 | 161% |
| Annual Report Gross Expense Ratio | 2.68 | 2.04 | 131% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | -7.027 | -5.280 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -1.80 | -117% |
| Returns for 3 years | 9.13 | 26.00 | 35% |
| Returns for 5 years | 12.67 | 21.54 | 59% |
| Returns for 10 years | 29.47 | N/A | - |
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