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JSIGX vs WCMLX
JSIGX vs WCMLX Comparison
Open Charts JSIGX vs WCMLX
Jacob Small Cap Growth Institutional
Price$21.62
Change+$0.11 (+0.51%)
VolumeN/A
Net Assets7.89M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.57M
JSIGX vs WCMLX Comparison Chart
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JSIGX vs. WCMLX commentary
Jan 19, 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: 41.6M vs. JSIGX (7.89M). JSIGX (0.00) and WCMLX (0.00) have matching dividends . JSIGX was incepted earlier than WCMLX: JSIGX (12 years) vs WCMLX (5 years). JSIGX is a more actively managed with annual turnover of: 64.00 vs. WCMLX (48.00). JSIGX (100000) and WCMLX (100000) have matching initial minimum investment requirements. JSIGX annual gain was more profitable for investors over the last year : 22.35 vs. WCMLX (11.89). WCMLX return over 5 years is better than : 23.03 vs. JSIGX (-22.62).
| JSIGX | WCMLX | JSIGX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 0.278 | 4.666 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.89M | 41.6M | 19% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 22.35 | 11.89 | 188% |
| Returns for 3 years | -19.99 | 7.77 | -257% |
| Returns for 5 years | -22.62 | 23.03 | -98% |
| Returns for 10 years | 12.26 | N/A | - |
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