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JSIGX vs WCMLX
JSIGX vs WCMLX Comparison
Open Charts JSIGX vs WCMLX
Jacob Small Cap Growth Institutional
Price$21.35
Change-$0.71 (-3.22%)
VolumeN/A
Net Assets7.48M
WCM Small Cap Growth Institutional
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
Net Assets40.71M
JSIGX vs WCMLX Comparison Chart
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JSIGX vs. WCMLX commentary
Jun 15, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 40.7M vs. JSIGX (7.48M). 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 (1.79). 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 : 18.03 vs. WCMLX (-3.31). WCMLX return over 5 years is better than : 20.79 vs. JSIGX (-11.58).
| JSIGX | WCMLX | JSIGX / WCMLX | |
| Total Expense Ratio | 3.12 | 0.99 | 315% |
| Annual Report Gross Expense Ratio | 3.92 | 1.79 | 219% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 2.319 | -6.921 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.48M | 40.7M | 18% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.03 | -3.31 | -544% |
| Returns for 3 years | 46.29 | 24.69 | 187% |
| Returns for 5 years | -11.58 | 20.79 | -56% |
| Returns for 10 years | -0.63 | N/A | - |
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