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JSIGX vs WCMLX
JSIGX vs WCMLX Comparison
Open Charts JSIGX vs WCMLX
Jacob Small Cap Growth Institutional
Price$28.64
Change+$0.23 (+0.81%)
VolumeN/A
Net Assets12.18M
WCM Small Cap Growth Institutional
Price$13.95
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets43.69M
JSIGX vs WCMLX Comparison Chart in %
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JSIGX vs. WCMLX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 43.7M vs. JSIGX (12.2M). 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 : 43.20 vs. WCMLX (4.73). WCMLX return over 5 years is better than : 12.53 vs. JSIGX (-14.25).
| 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 | 31.772 | 6.843 | 464% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 43.7M | 28% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 43.20 | 4.73 | 914% |
| Returns for 3 years | 71.14 | 34.97 | 203% |
| Returns for 5 years | -14.25 | 12.53 | -114% |
| Returns for 10 years | 66.87 | N/A | - |
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