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JASCX vs WCMFX
JASCX vs WCMFX Comparison
Open Charts JASCX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.2M
JASCX vs WCMFX Comparison Chart in %
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JASCX vs. WCMFX commentary
Aug 08, 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 JASCX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JASCX has more cash in the bank: 67.9M vs. WCMFX (60.2M). JASCX pays higher dividends than WCMFX: JASCX (0.17) vs WCMFX (0.00). JASCX was incepted earlier than WCMFX: JASCX (27 years) vs WCMFX (6 years). JASCX (1.50) and WCMFX (1.45) have similar cost to investors . JASCX is a more actively managed with annual turnover of: 23.00 vs. WCMFX (15.00). JASCX has a lower initial minimum investment than WCMFX: JASCX (2000) vs WCMFX (100000). JASCX annual gain was more profitable for investors over the last year : 6.57 vs. WCMFX (-13.62). JASCX return over 5 years is better than : 103.71 vs. WCMFX (26.40).
| JASCX | WCMFX | JASCX / WCMFX | |
| Total Expense Ratio | 1.50 | 0.90 | 167% |
| Annual Report Gross Expense Ratio | 1.50 | 1.45 | 103% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 5.534 | -3.673 | -151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.9M | 60.2M | 113% |
| Annual Yield % from dividends | 0.17 | 0.00 | - |
| Returns for 1 year | 6.57 | -13.62 | -48% |
| Returns for 3 years | 36.40 | 8.26 | 441% |
| Returns for 5 years | 103.71 | 26.40 | 393% |
| Returns for 10 years | 29.00 | N/A | - |
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