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JSIGX vs WCMLX
JSIGX vs WCMLX Comparison
Open Charts JSIGX vs WCMLX
Jacob Small Cap Growth Institutional
Price$22.82
Change-$0.76 (-3.22%)
VolumeN/A
Net Assets8.12M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
JSIGX vs WCMLX Comparison Chart
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JSIGX vs. WCMLX commentary
Feb 23, 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: 40.2M vs. JSIGX (8.12M). 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 : 26.50 vs. WCMLX (1.79). WCMLX return over 5 years is better than : 19.02 vs. JSIGX (-15.94).
| 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 | 9.369 | 1.711 | 548% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.12M | 40.2M | 20% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 26.50 | 1.79 | 1,481% |
| Returns for 3 years | -3.48 | 10.66 | -33% |
| Returns for 5 years | -15.94 | 19.02 | -84% |
| Returns for 10 years | 10.42 | N/A | - |
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