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JSIGX vs WCMNX
JSIGX vs WCMNX Comparison
Open Charts JSIGX vs WCMNX
Jacob Small Cap Growth Institutional
Price$22.82
Change-$0.76 (-3.22%)
VolumeN/A
Net Assets8.12M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
JSIGX vs WCMNX Comparison Chart
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JSIGX vs. WCMNX commentary
Feb 23, 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: 40.2M vs. JSIGX (8.12M). JSIGX (0.00) and WCMNX (0.00) have matching dividends . JSIGX was incepted earlier than WCMNX: JSIGX (12 years) vs WCMNX (5 years). JSIGX is a more actively managed with annual turnover of: 64.00 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 : 26.50 vs. WCMNX (1.49). WCMNX return over 5 years is better than : 17.49 vs. JSIGX (-15.94).
| JSIGX | WCMNX | JSIGX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 9.369 | 1.655 | 566% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.12M | 40.2M | 20% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 26.50 | 1.49 | 1,773% |
| Returns for 3 years | -3.48 | 9.79 | -36% |
| Returns for 5 years | -15.94 | 17.49 | -91% |
| Returns for 10 years | 10.42 | N/A | - |
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