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JMIGX vs WCMLX
JMIGX vs WCMLX Comparison
Open Charts JMIGX vs WCMLX
Jacob Discovery Fd Instl
Price$35.47
Change+$0.73 (+2.10%)
VolumeN/A
Net Assets18.13M
WCM Small Cap Growth Institutional
Price$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets44.65M
JMIGX vs WCMLX Comparison Chart in %
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JMIGX vs. WCMLX commentary
Dec 26, 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 JMIGX is a StrongBuy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 44.7M vs. JMIGX (18.1M). JMIGX (0.00) and WCMLX (0.00) have matching dividends . JMIGX was incepted earlier than WCMLX: JMIGX (28 years) vs WCMLX (6 years). JMIGX (2.68) is less costly to investors than WCMLX (1.79). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JMIGX (26.00). JMIGX (100000) and WCMLX (100000) have matching initial minimum investment requirements. JMIGX annual gain was more profitable for investors over the last year : 32.75 vs. WCMLX (8.14). JMIGX return over 5 years is better than : -1.19 vs. WCMLX (-4.02).
| JMIGX | WCMLX | JMIGX / WCMLX | |
| Total Expense Ratio | 2.00 | 0.99 | 202% |
| Annual Report Gross Expense Ratio | 2.68 | 1.79 | 150% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | 33.296 | 9.487 | 351% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1M | 44.7M | 40% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 32.75 | 8.14 | 402% |
| Returns for 3 years | 57.16 | 33.08 | 173% |
| Returns for 5 years | -1.19 | -4.02 | 30% |
| Returns for 10 years | 196.59 | N/A | - |