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JSCGX vs WCMLX
JSCGX vs WCMLX Comparison
Open Charts JSCGX vs WCMLX
Jacob Small Cap Growth Investor
Price$25.94
Change-$0.22 (-0.84%)
VolumeN/A
Net Assets11.61M
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
JSCGX vs WCMLX Comparison Chart in %
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JSCGX vs. WCMLX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 41.3M vs. JSCGX (11.6M). JSCGX (0.00) and WCMLX (0.00) have matching dividends . JSCGX was incepted earlier than WCMLX: JSCGX (16 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 : 32.39 vs. WCMLX (-3.04). WCMLX return over 5 years is better than : -0.83 vs. JSCGX (-26.95).
| JSCGX | WCMLX | JSCGX / WCMLX | |
| Total Expense Ratio | 3.37 | 0.99 | 340% |
| Annual Report Gross Expense Ratio | 4.17 | 1.79 | 233% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 26.560 | 1.788 | 1,485% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 41.3M | 28% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 32.39 | -3.04 | -1,066% |
| Returns for 3 years | 63.19 | 21.43 | 295% |
| Returns for 5 years | -26.95 | -0.83 | 3,234% |
| Returns for 10 years | 55.53 | N/A | - |
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