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JSCGX vs WCMLX
JSCGX vs WCMLX Comparison
Open Charts JSCGX vs WCMLX
Jacob Small Cap Growth Investor
Price$17.46
Change+$0.33 (+1.93%)
VolumeN/A
Net Assets6.14M
WCM Small Cap Growth Institutional
Price$10.78
Change+$0.16 (+1.51%)
VolumeN/A
Net Assets38.46M
JSCGX vs WCMLX Comparison Chart
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JSCGX vs. WCMLX commentary
Apr 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 38.5M vs. JSCGX (6.14M). JSCGX (0.00) and WCMLX (0.00) have matching dividends . JSCGX was incepted earlier than WCMLX: JSCGX (15 years) vs WCMLX (5 years). JSCGX (4.17) is less costly to investors than WCMLX (1.86). JSCGX is a more actively managed with annual turnover of: 54.00 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 : -6.03 vs. WCMLX (-17.03). WCMLX return over 5 years is better than : 24.50 vs. JSCGX (-12.60).
| JSCGX | WCMLX | JSCGX / WCMLX | |
| Total Expense Ratio | 3.37 | 0.99 | 340% |
| Annual Report Gross Expense Ratio | 4.17 | 1.86 | 224% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | -17.126 | -17.418 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14M | 38.5M | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.03 | -17.03 | 35% |
| Returns for 3 years | -24.34 | -9.46 | 257% |
| Returns for 5 years | -12.60 | 24.50 | -51% |
| Returns for 10 years | -24.35 | N/A | - |
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