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JSCGX vs WCMLX
JSCGX vs WCMLX Comparison
Open Charts JSCGX vs WCMLX
Jacob Small Cap Growth Investor
Price$19.54
Change+$0.58 (+3.06%)
VolumeN/A
Net Assets6.77M
WCM Small Cap Growth Institutional
Price$12.24
Change+$0.50 (+4.26%)
VolumeN/A
Net Assets41.98M
JSCGX vs WCMLX Comparison Chart
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JSCGX vs. WCMLX commentary
May 14, 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: 42M vs. JSCGX (6.77M). 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 : 8.84 vs. WCMLX (-6.53). WCMLX return over 5 years is better than : 29.01 vs. JSCGX (-9.80).
| 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 | -8.273 | -8.709 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.77M | 42M | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.84 | -6.53 | -135% |
| Returns for 3 years | 11.53 | 10.75 | 107% |
| Returns for 5 years | -9.80 | 29.01 | -34% |
| Returns for 10 years | -15.19 | N/A | - |
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