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JSCGX vs WCMLX
JSCGX vs WCMLX Comparison
Open Charts JSCGX vs WCMLX
Jacob Small Cap Growth Investor
Price$21.87
Change-$0.74 (-3.27%)
VolumeN/A
Net Assets8.4M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets41.51M
JSCGX vs WCMLX Comparison Chart
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JSCGX vs. WCMLX commentary
Feb 22, 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: 41.5M vs. JSCGX (8.4M). JSCGX (0.00) and WCMLX (0.00) have matching dividends . JSCGX was incepted earlier than WCMLX: JSCGX (15 years) vs WCMLX (5 years). JSCGX is a more actively managed with annual turnover of: 64.00 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 : 27.85 vs. WCMLX (4.34). WCMLX return over 5 years is better than : 20.29 vs. JSCGX (-16.33).
| JSCGX | WCMLX | JSCGX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 11.272 | 2.799 | 403% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.4M | 41.5M | 20% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 27.85 | 4.34 | 642% |
| Returns for 3 years | -4.84 | 10.35 | -47% |
| Returns for 5 years | -16.33 | 20.29 | -80% |
| Returns for 10 years | 8.52 | N/A | - |
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