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JSCGX vs WCMNX
JSCGX vs WCMNX Comparison
Open Charts JSCGX vs WCMNX
Jacob Small Cap Growth Investor
Price$18.91
Change-$0.65 (-3.32%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.16
Change-$0.35 (-2.59%)
VolumeN/A
CapitalizationN/A
JSCGX vs WCMNX Comparison Chart
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JSCGX vs. WCMNX commentary
Nov 18, 2024
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 StrongSell and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 40.7M vs. JSCGX (7.01M). 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 : 32.05 vs. WCMNX (20.73). WCMNX return over 5 years is better than : 28.64 vs. JSCGX (-21.47).
| 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 | 3.277 | 7.869 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.01M | 40.7M | 17% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 32.05 | 20.73 | 155% |
| Returns for 3 years | -56.40 | -18.16 | 311% |
| Returns for 5 years | -21.47 | 28.64 | -75% |
| Returns for 10 years | 5.86 | N/A | - |
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