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JSCGX vs WCMLX
JSCGX vs WCMLX Comparison
Open Charts JSCGX vs WCMLX
Jacob Small Cap Growth Investor
Price$23.27
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets8.48M
WCM Small Cap Growth Institutional
Price$13.10
Change+$0.15 (+1.16%)
VolumeN/A
Net Assets43.68M
JSCGX vs WCMLX Comparison Chart in %
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JSCGX vs. WCMLX commentary
Jul 26, 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: 43.7M vs. JSCGX (8.48M). 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 : 24.97 vs. WCMLX (0.23). WCMLX return over 5 years is better than : 22.98 vs. JSCGX (-8.62).
| 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 | 12.337 | 0.700 | 1,763% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.48M | 43.7M | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 24.97 | 0.23 | 10,755% |
| Returns for 3 years | 47.71 | 21.94 | 217% |
| Returns for 5 years | -8.62 | 22.98 | -38% |
| Returns for 10 years | 14.90 | N/A | - |
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