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JSIGX vs WCMNX
JSIGX vs WCMNX Comparison
Open Charts JSIGX vs WCMNX
Jacob Small Cap Growth Institutional
Price$19.79
Change-$0.33 (-1.64%)
VolumeN/A
Net Assets6.77M
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
JSIGX vs WCMNX Comparison Chart
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JSIGX vs. WCMNX commentary
May 11, 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: 42M vs. JSIGX (6.77M). 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 (2.11). 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 : 11.72 vs. WCMNX (-7.21). WCMNX return over 5 years is better than : 20.50 vs. JSIGX (-13.20).
| JSIGX | WCMNX | JSIGX / WCMNX | |
| Total Expense Ratio | 3.12 | 1.24 | 252% |
| Annual Report Gross Expense Ratio | 3.92 | 2.11 | 186% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -6.679 | -8.747 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.77M | 42M | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.72 | -7.21 | -162% |
| Returns for 3 years | 20.55 | 14.20 | 145% |
| Returns for 5 years | -13.20 | 20.50 | -64% |
| Returns for 10 years | -11.08 | N/A | - |
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