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JSCGX vs WCMNX
JSCGX vs WCMNX Comparison
Open Charts JSCGX vs WCMNX
Jacob Small Cap Growth Investor
Price$21.87
Change-$0.74 (-3.27%)
VolumeN/A
Net Assets8.4M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets41.51M
JSCGX vs WCMNX Comparison Chart
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JSCGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 41.5M vs. JSCGX (8.4M). 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 : 27.85 vs. WCMNX (4.07). WCMNX return over 5 years is better than : 18.76 vs. JSCGX (-16.33).
| 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 | 11.272 | 2.758 | 409% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | 4.07 | 684% |
| Returns for 3 years | -4.84 | 9.49 | -51% |
| Returns for 5 years | -16.33 | 18.76 | -87% |
| Returns for 10 years | 8.52 | N/A | - |
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