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JSCGX vs WCMLX
JSCGX vs WCMLX Comparison
Open Charts JSCGX vs WCMLX
Jacob Small Cap Growth Investor
Price$25.51
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets9.44M
WCM Small Cap Growth Institutional
Price$13.18
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets44.09M
JSCGX vs WCMLX Comparison Chart in %
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JSCGX vs. WCMLX commentary
Aug 17, 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: 44.1M vs. JSCGX (9.44M). 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 : 42.20 vs. WCMLX (3.13). WCMLX return over 5 years is better than : 17.47 vs. JSCGX (-11.91).
| 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 | 23.416 | 2.488 | 941% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.44M | 44.1M | 21% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 42.20 | 3.13 | 1,348% |
| Returns for 3 years | 33.77 | 9.38 | 360% |
| Returns for 5 years | -11.91 | 17.47 | -68% |
| Returns for 10 years | 30.00 | N/A | - |
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