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JSCGX vs WCMLX
JSCGX vs WCMLX Comparison
Open Charts JSCGX vs WCMLX
Jacob Small Cap Growth Investor
Price$26.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.88M
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets43.09M
JSCGX vs WCMLX Comparison Chart in %
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JSCGX vs. WCMLX commentary
Oct 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 JSCGX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 43.1M vs. JSCGX (11.9M). JSCGX (0.00) and WCMLX (0.00) have matching dividends . JSCGX was incepted earlier than WCMLX: JSCGX (16 years) vs WCMLX (6 years). JSCGX (4.17) is less costly to investors than WCMLX (1.79). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JSCGX (54.00). JSCGX has a lower initial minimum investment than WCMLX: JSCGX (2500) vs WCMLX (100000). JSCGX annual gain was more profitable for investors over the last year : 41.71 vs. WCMLX (1.99). WCMLX return over 5 years is better than : 12.81 vs. JSCGX (-18.51).
| JSCGX | WCMLX | JSCGX / WCMLX | |
| Total Expense Ratio | 3.37 | 0.99 | 340% |
| Annual Report Gross Expense Ratio | 4.17 | 1.79 | 233% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 30.334 | 7.543 | 402% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 43.1M | 28% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 41.71 | 1.99 | 2,095% |
| Returns for 3 years | 68.90 | 34.27 | 201% |
| Returns for 5 years | -18.51 | 12.81 | -145% |
| Returns for 10 years | 65.75 | N/A | - |
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