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JSCGX vs WCMNX
JSCGX vs WCMNX Comparison
Open Charts JSCGX vs WCMNX
Jacob Small Cap Growth Investor
Price$25.51
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets9.44M
WCM Small Cap Growth Investor
Price$12.99
Change-$0.08 (-0.61%)
VolumeN/A
Net Assets44.09M
JSCGX vs WCMNX Comparison Chart in %
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JSCGX vs. WCMNX commentary
Aug 17, 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: 44.1M vs. JSCGX (9.44M). 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 : 42.20 vs. WCMNX (2.93). WCMNX return over 5 years is better than : 15.98 vs. JSCGX (-11.91).
| 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 | 23.416 | 2.364 | 990% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.44M | 44.1M | 21% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 42.20 | 2.93 | 1,439% |
| Returns for 3 years | 33.77 | 8.52 | 396% |
| Returns for 5 years | -11.91 | 15.98 | -75% |
| Returns for 10 years | 30.00 | N/A | - |
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