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JSIGX vs WCMNX
JSIGX vs WCMNX Comparison
Open Charts JSIGX vs WCMNX
Jacob Small Cap Growth Institutional
Price$23.43
Change-$0.48 (-2.01%)
VolumeN/A
Net Assets7.83M
WCM Small Cap Growth Investor
Price$12.56
Change-$0.14 (-1.10%)
VolumeN/A
Net Assets42.97M
JSIGX vs WCMNX Comparison Chart in %
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JSIGX vs. WCMNX commentary
Jul 13, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 43M vs. JSIGX (7.83M). 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 : 24.83 vs. WCMNX (-0.16). WCMNX return over 5 years is better than : 21.24 vs. JSIGX (-10.40).
| 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 | 8.673 | -1.024 | -847% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.83M | 43M | 18% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 24.83 | -0.16 | -15,616% |
| Returns for 3 years | 42.09 | 23.26 | 181% |
| Returns for 5 years | -10.40 | 21.24 | -49% |
| Returns for 10 years | 8.20 | N/A | - |
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