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JSIGX vs WCMLX
JSIGX vs WCMLX Comparison
Open Charts JSIGX vs WCMLX
Jacob Small Cap Growth Institutional
Price$26.65
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets9.45M
WCM Small Cap Growth Institutional
Price$13.18
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets44.37M
JSIGX vs WCMLX Comparison Chart in %
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JSIGX vs. WCMLX commentary
Aug 17, 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: 44.4M vs. JSIGX (9.45M). 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 : 42.96 vs. WCMLX (3.76). WCMLX return over 5 years is better than : 18.18 vs. JSIGX (-9.70).
| 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 | 23.933 | 3.110 | 769% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.45M | 44.4M | 21% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 42.96 | 3.76 | 1,144% |
| Returns for 3 years | 35.22 | 10.04 | 351% |
| Returns for 5 years | -9.70 | 18.18 | -53% |
| Returns for 10 years | 35.32 | N/A | - |
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