Interact to see
Advertisement
Advertisement
JSIGX vs WCMLX
JSIGX vs WCMLX Comparison
Open Charts JSIGX vs WCMLX
Jacob Small Cap Growth Institutional
Price$26.60
Change-$2.02 (-7.06%)
VolumeN/A
Net Assets10.27M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets46.63M
JSIGX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSIGX vs. WCMLX commentary
Feb 04, 2026
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 WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 46.6M vs. JSIGX (10.3M). JSIGX (0.00) and WCMLX (0.00) have matching dividends . JSIGX was incepted earlier than WCMLX: JSIGX (13 years) vs WCMLX (6 years). JSIGX (3.76) is less costly to investors than WCMLX (1.79). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JSIGX (58.00). JSIGX (100000) and WCMLX (100000) have matching initial minimum investment requirements. JSIGX annual gain was more profitable for investors over the last year : 24.81 vs. WCMLX (6.58). WCMLX return over 5 years is better than : -4.02 vs. JSIGX (-39.43).
| JSIGX | WCMLX | JSIGX / WCMLX | |
| Total Expense Ratio | 2.96 | 0.99 | 299% |
| Annual Report Gross Expense Ratio | 3.76 | 1.79 | 210% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -10.614 | 5.887 | -180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 46.6M | 22% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 24.81 | 6.58 | 377% |
| Returns for 3 years | 44.36 | 18.94 | 234% |
| Returns for 5 years | -39.43 | -4.02 | 981% |
| Returns for 10 years | 112.67 | N/A | - |