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JSIGX vs WCMNX
JSIGX vs WCMNX Comparison
Open Charts JSIGX vs WCMNX
Jacob Small Cap Growth Institutional
Price$18.13
Change-$0.87 (-4.58%)
VolumeN/A
Net Assets6.38M
WCM Small Cap Growth Investor
Price$10.17
Change-$0.49 (-4.60%)
VolumeN/A
Net Assets36.73M
JSIGX vs WCMNX Comparison Chart
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JSIGX vs. WCMNX commentary
Apr 07, 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: 36.7M vs. JSIGX (6.38M). JSIGX (0.00) and WCMNX (0.00) have matching dividends . JSIGX was incepted earlier than WCMNX: JSIGX (12 years) vs WCMNX (5 years). JSIGX (3.92) is less costly to investors than WCMNX (2.11). JSIGX is a more actively managed with annual turnover of: 54.00 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 : -5.33 vs. WCMNX (-19.60). WCMNX return over 5 years is better than : 42.24 vs. JSIGX (7.34).
| JSIGX | WCMNX | JSIGX / WCMNX | |
| Total Expense Ratio | 3.12 | 1.24 | 252% |
| Annual Report Gross Expense Ratio | 3.92 | 2.11 | 186% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | -15.909 | -19.858 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.38M | 36.7M | 17% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.33 | -19.60 | 27% |
| Returns for 3 years | -28.82 | -16.16 | 178% |
| Returns for 5 years | 7.34 | 42.24 | 17% |
| Returns for 10 years | -18.08 | N/A | - |
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