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JSCGX vs WCMLX
JSCGX vs WCMLX Comparison
Open Charts JSCGX vs WCMLX
Jacob Small Cap Growth Investor
Price$18.91
Change-$0.65 (-3.32%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
JSCGX vs WCMLX Comparison Chart
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JSCGX vs. WCMLX commentary
Nov 18, 2024
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 StrongSell and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 40.7M vs. JSCGX (7.01M). JSCGX (0.00) and WCMLX (0.00) have matching dividends . JSCGX was incepted earlier than WCMLX: JSCGX (15 years) vs WCMLX (5 years). JSCGX is a more actively managed with annual turnover of: 64.00 vs. WCMLX (48.00). 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 : 32.05 vs. WCMLX (20.96). WCMLX return over 5 years is better than : 30.30 vs. JSCGX (-21.47).
| JSCGX | WCMLX | JSCGX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 3.277 | 8.110 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.01M | 40.7M | 17% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 32.05 | 20.96 | 153% |
| Returns for 3 years | -56.40 | -17.51 | 322% |
| Returns for 5 years | -21.47 | 30.30 | -71% |
| Returns for 10 years | 5.86 | N/A | - |
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