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JSIGX vs WCMLX
JSIGX vs WCMLX Comparison
Open Charts JSIGX vs WCMLX
Jacob Small Cap Growth Institutional
Price$19.79
Change-$0.33 (-1.64%)
VolumeN/A
Net Assets6.77M
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
JSIGX vs WCMLX Comparison Chart
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JSIGX vs. WCMLX commentary
May 11, 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 JSIGX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 42M vs. JSIGX (6.77M). JSIGX (0.00) and WCMLX (0.00) have matching dividends . JSIGX was incepted earlier than WCMLX: JSIGX (13 years) vs WCMLX (6 years). JSIGX (3.92) is less costly to investors than WCMLX (1.86). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JSIGX (54.00). JSIGX (100000) and WCMLX (100000) have matching initial minimum investment requirements. JSIGX annual gain was more profitable for investors over the last year : 11.72 vs. WCMLX (-6.97). WCMLX return over 5 years is better than : 22.04 vs. JSIGX (-13.20).
| JSIGX | WCMLX | JSIGX / WCMLX | |
| Total Expense Ratio | 3.12 | 0.99 | 315% |
| Annual Report Gross Expense Ratio | 3.92 | 1.86 | 211% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -6.679 | -8.709 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.77M | 42M | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.72 | -6.97 | -168% |
| Returns for 3 years | 20.55 | 14.99 | 137% |
| Returns for 5 years | -13.20 | 22.04 | -60% |
| Returns for 10 years | -11.08 | N/A | - |
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