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JSCGX vs WCMNX
JSCGX vs WCMNX Comparison
Open Charts JSCGX vs WCMNX
Jacob Small Cap Growth Investor
Price$19.72
Change+$0.18 (+0.92%)
VolumeN/A
Net Assets6.98M
WCM Small Cap Growth Investor
Price$12.07
Change+$0.49 (+4.23%)
VolumeN/A
Net Assets41.98M
JSCGX vs WCMNX Comparison Chart
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JSCGX vs. WCMNX commentary
May 14, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 42M vs. JSCGX (6.98M). 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 : 8.84 vs. WCMNX (-6.69). WCMNX return over 5 years is better than : 27.39 vs. JSCGX (-9.80).
| 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 | -8.273 | -8.747 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.98M | 42M | 17% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.84 | -6.69 | -132% |
| Returns for 3 years | 11.53 | 9.97 | 116% |
| Returns for 5 years | -9.80 | 27.39 | -36% |
| Returns for 10 years | -15.19 | N/A | - |
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