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JSCGX vs WCMNX
JSCGX vs WCMNX Comparison
Open Charts JSCGX vs WCMNX
Jacob Small Cap Growth Investor
Price$20.73
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets7.89M
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
JSCGX vs WCMNX Comparison Chart
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JSCGX vs. WCMNX commentary
Jan 19, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 41.8M vs. JSCGX (7.89M). JSCGX (0.00) and WCMNX (0.00) have matching dividends . JSCGX was incepted earlier than WCMNX: JSCGX (15 years) vs WCMNX (5 years). JSCGX is a more actively managed with annual turnover of: 64.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than JSCGX: WCMNX (1000) vs JSCGX (2500). JSCGX annual gain was more profitable for investors over the last year : 22.08 vs. WCMNX (11.60). WCMNX return over 5 years is better than : 21.39 vs. JSCGX (-24.32).
| JSCGX | WCMNX | JSCGX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 0.290 | 4.649 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.89M | 41.8M | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 22.08 | 11.60 | 190% |
| Returns for 3 years | -20.67 | 6.92 | -298% |
| Returns for 5 years | -24.32 | 21.39 | -114% |
| Returns for 10 years | 8.27 | N/A | - |
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