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JSCGX vs WCMNX
JSCGX vs WCMNX Comparison
Open Charts JSCGX vs WCMNX
Jacob Small Cap Growth Investor
Price$26.61
Change-$0.78 (-2.85%)
VolumeN/A
Net Assets12.21M
WCM Small Cap Growth Investor
Price$13.05
Change-$0.44 (-3.26%)
VolumeN/A
Net Assets41.88M
JSCGX vs WCMNX Comparison Chart in %
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JSCGX vs. WCMNX commentary
Nov 14, 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 JSCGX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 41.9M vs. JSCGX (12.2M). JSCGX (0.00) and WCMNX (0.00) have matching dividends . JSCGX was incepted earlier than WCMNX: JSCGX (16 years) vs WCMNX (6 years). JSCGX (4.17) is less costly to investors than WCMNX (2.04). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JSCGX (54.00). WCMNX has a lower initial minimum investment than JSCGX: WCMNX (1000) vs JSCGX (2500). JSCGX annual gain was more profitable for investors over the last year : 34.13 vs. WCMNX (-3.16). WCMNX return over 5 years is better than : 3.45 vs. JSCGX (-21.02).
| JSCGX | WCMNX | JSCGX / WCMNX | |
| Total Expense Ratio | 3.37 | 1.24 | 272% |
| Annual Report Gross Expense Ratio | 4.17 | 2.04 | 204% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 32.511 | 6.304 | 516% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 41.9M | 29% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 34.13 | -3.16 | -1,081% |
| Returns for 3 years | 62.55 | 22.08 | 283% |
| Returns for 5 years | -21.02 | 3.45 | -609% |
| Returns for 10 years | 68.73 | N/A | - |
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