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JMIGX vs WCMNX
JMIGX vs WCMNX Comparison
Open Charts JMIGX vs WCMNX
Jacob Discovery Fd Instl
Price$35.51
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets18.15M
WCM Small Cap Growth Investor
Price$13.84
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.65M
JMIGX vs WCMNX Comparison Chart in %
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JMIGX vs. WCMNX commentary
Dec 28, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 44.7M vs. JMIGX (18.1M). JMIGX (0.00) and WCMNX (0.00) have matching dividends . JMIGX was incepted earlier than WCMNX: JMIGX (28 years) vs WCMNX (6 years). JMIGX (2.68) is less costly to investors than WCMNX (2.04). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JMIGX (26.00). WCMNX has a lower initial minimum investment than JMIGX: WCMNX (1000) vs JMIGX (100000). JMIGX annual gain was more profitable for investors over the last year : 30.26 vs. WCMNX (7.04). JMIGX return over 5 years is better than : -1.08 vs. WCMNX (-5.40).
| JMIGX | WCMNX | JMIGX / WCMNX | |
| Total Expense Ratio | 2.00 | 1.24 | 161% |
| Annual Report Gross Expense Ratio | 2.68 | 2.04 | 131% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | 33.446 | 9.062 | 369% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | 30.26 | 7.04 | 430% |
| Returns for 3 years | 61.56 | 32.95 | 187% |
| Returns for 5 years | -1.08 | -5.40 | 20% |
| Returns for 10 years | 197.66 | N/A | - |
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