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JSIGX vs WCMNX
JSIGX vs WCMNX Comparison
Open Charts JSIGX vs WCMNX
Jacob Small Cap Growth Institutional
Price$21.62
Change+$0.11 (+0.51%)
VolumeN/A
Net Assets7.89M
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.57M
JSIGX vs WCMNX Comparison Chart
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JSIGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 41.6M vs. JSIGX (7.89M). JSIGX (0.00) and WCMNX (0.00) have matching dividends . JSIGX was incepted earlier than WCMNX: JSIGX (12 years) vs WCMNX (5 years). JSIGX is a more actively managed with annual turnover of: 64.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than JSIGX: WCMNX (1000) vs JSIGX (100000). JSIGX annual gain was more profitable for investors over the last year : 22.35 vs. WCMNX (11.60). WCMNX return over 5 years is better than : 21.39 vs. JSIGX (-22.62).
| JSIGX | WCMNX | JSIGX / WCMNX | |
| 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 | 4.649 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | 11.60 | 193% |
| Returns for 3 years | -19.99 | 6.92 | -289% |
| Returns for 5 years | -22.62 | 21.39 | -106% |
| Returns for 10 years | 12.26 | N/A | - |
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