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JSCGX vs WCMNX
JSCGX vs WCMNX Comparison
Open Charts JSCGX vs WCMNX
Jacob Small Cap Growth Investor
Price$27.72
Change+$0.79 (+2.93%)
VolumeN/A
Net Assets10.51M
WCM Small Cap Growth Investor
Price$13.51
Change+$0.12 (+0.90%)
VolumeN/A
Net Assets44.98M
JSCGX vs WCMNX Comparison Chart in %
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JSCGX vs. WCMNX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 45M vs. JSCGX (10.5M). JSCGX (0.00) and WCMNX (0.00) have matching dividends . JSCGX was incepted earlier than WCMNX: JSCGX (16 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 : 57.23 vs. WCMNX (7.31). WCMNX return over 5 years is better than : 20.52 vs. JSCGX (-3.62).
| JSCGX | WCMNX | JSCGX / WCMNX | |
| Total Expense Ratio | 3.37 | 1.24 | 272% |
| Annual Report Gross Expense Ratio | 4.17 | 2.04 | 204% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 34.107 | 6.462 | 528% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 45M | 23% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 57.23 | 7.31 | 783% |
| Returns for 3 years | 74.45 | 28.54 | 261% |
| Returns for 5 years | -3.62 | 20.52 | -18% |
| Returns for 10 years | 49.76 | N/A | - |
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