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JMIGX vs WCMNX
JMIGX vs WCMNX Comparison
Open Charts JMIGX vs WCMNX
Jacob Discovery Fd Instl
Price$27.34
Change-$0.72 (-2.57%)
VolumeN/A
Net Assets15.42M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
JMIGX vs WCMNX Comparison Chart
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JMIGX vs. WCMNX commentary
Feb 23, 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: 40.2M vs. JMIGX (15.4M). JMIGX (0.00) and WCMNX (0.00) have matching dividends . JMIGX was incepted earlier than WCMNX: JMIGX (27 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. JMIGX (16.00). 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 : 16.49 vs. WCMNX (-1.65). JMIGX return over 5 years is better than : 18.55 vs. WCMNX (13.84).
| JMIGX | WCMNX | JMIGX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 2.743 | -1.497 | -183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4M | 40.2M | 38% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 16.49 | -1.65 | -998% |
| Returns for 3 years | -15.33 | 6.38 | -240% |
| Returns for 5 years | 18.55 | 13.84 | 134% |
| Returns for 10 years | 47.37 | N/A | - |
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