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JSCGX vs WCMNX
JSCGX vs WCMNX Comparison
Open Charts JSCGX vs WCMNX
Jacob Small Cap Growth Investor
Price$20.45
Change-$0.68 (-3.22%)
VolumeN/A
Net Assets7.24M
WCM Small Cap Growth Investor
Price$11.80
Change-$0.22 (-1.83%)
VolumeN/A
Net Assets40.71M
JSCGX vs WCMNX Comparison Chart
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JSCGX vs. WCMNX commentary
Jun 15, 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: 40.7M vs. JSCGX (7.24M). JSCGX (0.00) and WCMNX (0.00) have matching dividends . JSCGX was incepted earlier than WCMNX: JSCGX (15 years) vs WCMNX (6 years). JSCGX (4.17) is less costly to investors than WCMNX (2.04). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JSCGX (54.00). 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 : 13.99 vs. WCMNX (-3.59). WCMNX return over 5 years is better than : 19.31 vs. JSCGX (-16.33).
| JSCGX | WCMNX | JSCGX / WCMNX | |
| Total Expense Ratio | 3.37 | 1.24 | 272% |
| Annual Report Gross Expense Ratio | 4.17 | 2.04 | 204% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -1.064 | -7.013 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.24M | 40.7M | 18% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.99 | -3.59 | -389% |
| Returns for 3 years | 40.55 | 23.69 | 171% |
| Returns for 5 years | -16.33 | 19.31 | -85% |
| Returns for 10 years | -7.29 | N/A | - |
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