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JSIGX vs WCMNX
JSIGX vs WCMNX Comparison
Open Charts JSIGX vs WCMNX
Jacob Small Cap Growth Institutional
Price$21.35
Change-$0.71 (-3.22%)
VolumeN/A
Net Assets7.48M
WCM Small Cap Growth Investor
Price$11.80
Change-$0.22 (-1.83%)
VolumeN/A
Net Assets40.71M
JSIGX vs WCMNX Comparison Chart
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JSIGX vs. WCMNX commentary
Jun 15, 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: 40.7M vs. JSIGX (7.48M). 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 : 18.03 vs. WCMNX (-3.59). WCMNX return over 5 years is better than : 19.31 vs. JSIGX (-11.58).
| 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 | 2.319 | -7.013 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.48M | 40.7M | 18% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.03 | -3.59 | -502% |
| Returns for 3 years | 46.29 | 23.69 | 195% |
| Returns for 5 years | -11.58 | 19.31 | -60% |
| Returns for 10 years | -0.63 | N/A | - |
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