Interact to see
Advertisement
Advertisement
JMIGX vs WCMLX
JMIGX vs WCMLX Comparison
Open Charts JMIGX vs WCMLX
Jacob Discovery Fd Instl
Price$35.26
Change+$1.00 (+2.92%)
VolumeN/A
Net Assets17.8M
WCM Small Cap Growth Institutional
Price$14.06
Change+$0.20 (+1.44%)
VolumeN/A
Net Assets44.36M
JMIGX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMIGX vs. WCMLX commentary
Dec 05, 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 Hold and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 44.4M vs. JMIGX (17.8M). 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 (20.00). JMIGX (100000) and WCMLX (100000) have matching initial minimum investment requirements. JMIGX annual gain was more profitable for investors over the last year : 28.26 vs. WCMLX (0.86). JMIGX return over 5 years is better than : 3.50 vs. WCMLX (1.74).
| 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 | 32.507 | 9.331 | 348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8M | 44.4M | 40% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 28.26 | 0.86 | 3,283% |
| Returns for 3 years | 51.59 | 23.77 | 217% |
| Returns for 5 years | 3.50 | 1.74 | 202% |
| Returns for 10 years | 128.15 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement