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JSIGX vs WCMLX
JSIGX vs WCMLX Comparison
Open Charts JSIGX vs WCMLX
Jacob Small Cap Growth Institutional
Price$18.13
Change-$0.87 (-4.58%)
VolumeN/A
Net Assets6.38M
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets36.73M
JSIGX vs WCMLX Comparison Chart
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JSIGX vs. WCMLX commentary
Apr 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 Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 36.7M vs. JSIGX (6.38M). JSIGX (0.00) and WCMLX (0.00) have matching dividends . JSIGX was incepted earlier than WCMLX: JSIGX (12 years) vs WCMLX (5 years). JSIGX (3.92) is less costly to investors than WCMLX (1.86). JSIGX is a more actively managed with annual turnover of: 54.00 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 : -5.33 vs. WCMLX (-19.39). WCMLX return over 5 years is better than : 43.99 vs. JSIGX (7.34).
| JSIGX | WCMLX | JSIGX / WCMLX | |
| Total Expense Ratio | 3.12 | 0.99 | 315% |
| Annual Report Gross Expense Ratio | 3.92 | 1.86 | 211% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | -15.909 | -19.829 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.38M | 36.7M | 17% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.33 | -19.39 | 27% |
| Returns for 3 years | -28.82 | -15.56 | 185% |
| Returns for 5 years | 7.34 | 43.99 | 17% |
| Returns for 10 years | -18.08 | N/A | - |
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