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JSIGX vs WCMNX
JSIGX vs WCMNX Comparison
Open Charts JSIGX vs WCMNX
Jacob Small Cap Growth Institutional
Price$28.64
Change+$0.23 (+0.81%)
VolumeN/A
Net Assets12.18M
WCM Small Cap Growth Investor
Price$13.74
Change+$0.20 (+1.48%)
VolumeN/A
Net Assets43.69M
JSIGX vs WCMNX Comparison Chart in %
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JSIGX vs. WCMNX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 43.7M vs. JSIGX (12.2M). JSIGX (0.00) and WCMNX (0.00) have matching dividends . JSIGX was incepted earlier than WCMNX: JSIGX (13 years) vs WCMNX (6 years). JSIGX (3.92) is less costly to investors than WCMNX (2.04). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JSIGX (54.00). 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 : 43.20 vs. WCMNX (4.48). WCMNX return over 5 years is better than : 11.17 vs. JSIGX (-14.25).
| JSIGX | WCMNX | JSIGX / WCMNX | |
| Total Expense Ratio | 3.12 | 1.24 | 252% |
| Annual Report Gross Expense Ratio | 3.92 | 2.04 | 192% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 31.772 | 6.698 | 474% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 43.7M | 28% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 43.20 | 4.48 | 965% |
| Returns for 3 years | 71.14 | 34.06 | 209% |
| Returns for 5 years | -14.25 | 11.17 | -128% |
| Returns for 10 years | 66.87 | N/A | - |
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