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JSIGX vs WCMLX
JSIGX vs WCMLX Comparison
Open Charts JSIGX vs WCMLX
Jacob Small Cap Growth Institutional
Price$28.13
Change+$0.18 (+0.64%)
VolumeN/A
Net Assets10.12M
WCM Small Cap Growth Institutional
Price$13.58
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets44.58M
JSIGX vs WCMLX Comparison Chart in %
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JSIGX vs. WCMLX 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 JSIGX is a Buy and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 44.6M vs. JSIGX (10.1M). 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 : 53.13 vs. WCMLX (6.59). WCMLX return over 5 years is better than : 20.93 vs. JSIGX (-4.29).
| 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 | 30.473 | 5.599 | 544% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 44.6M | 23% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 53.13 | 6.59 | 806% |
| Returns for 3 years | 70.80 | 28.23 | 251% |
| Returns for 5 years | -4.29 | 20.93 | -20% |
| Returns for 10 years | 50.96 | N/A | - |