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JSCGX vs WCMLX
JSCGX vs WCMLX Comparison
Open Charts JSCGX vs WCMLX
Jacob Small Cap Growth Investor
Price$22.10
Change+$0.38 (+1.75%)
VolumeN/A
Net Assets7.73M
WCM Small Cap Growth Institutional
Price$12.74
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets42.98M
JSCGX vs WCMLX Comparison Chart in %
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JSCGX vs. WCMLX commentary
Jul 05, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 43M vs. JSCGX (7.73M). JSCGX (0.00) and WCMLX (0.00) have matching dividends . JSCGX was incepted earlier than WCMLX: JSCGX (15 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 : 29.54 vs. WCMLX (2.91). WCMLX return over 5 years is better than : 21.91 vs. JSCGX (-13.84).
| JSCGX | WCMLX | JSCGX / WCMLX | |
| Total Expense Ratio | 3.37 | 0.99 | 340% |
| Annual Report Gross Expense Ratio | 4.17 | 1.79 | 233% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 6.918 | -0.933 | -741% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.73M | 43M | 18% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 29.54 | 2.91 | 1,016% |
| Returns for 3 years | 45.39 | 26.01 | 175% |
| Returns for 5 years | -13.84 | 21.91 | -63% |
| Returns for 10 years | 5.16 | N/A | - |
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