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JSCGX vs WCMNX
JSCGX vs WCMNX Comparison
Open Charts JSCGX vs WCMNX
Jacob Small Cap Growth Investor
Price$23.27
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets8.48M
WCM Small Cap Growth Investor
Price$12.92
Change+$0.15 (+1.17%)
VolumeN/A
Net Assets43.68M
JSCGX vs WCMNX Comparison Chart in %
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JSCGX vs. WCMNX commentary
Jul 26, 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: 43.7M vs. JSCGX (8.48M). 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 : 24.97 vs. WCMNX (0.00). WCMNX return over 5 years is better than : 21.50 vs. JSCGX (-8.62).
| 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 | 12.337 | 0.630 | 1,957% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.48M | 43.7M | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 24.97 | 0.00 | - |
| Returns for 3 years | 47.71 | 21.16 | 225% |
| Returns for 5 years | -8.62 | 21.50 | -40% |
| Returns for 10 years | 14.90 | N/A | - |
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