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JDSAX vs WCMFX
JDSAX vs WCMFX Comparison
Open Charts JDSAX vs WCMFX
Janus Henderson Small Cap Value A
Price$26.14
Change-$0.32 (-1.21%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.02
Change-$0.14 (-0.99%)
VolumeN/A
CapitalizationN/A
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JDSAX vs WCMFX Comparison Chart
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JDSAX vs. WCMFX commentary
Sep 21, 2024
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 JDSAX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDSAX has more cash in the bank: 1.58B vs. WCMFX (77.1M). JDSAX pays higher dividends than WCMFX: JDSAX (0.38) vs WCMFX (0.00). JDSAX was incepted earlier than WCMFX: JDSAX (15 years) vs WCMFX (5 years). JDSAX is a more actively managed with annual turnover of: 44.00 vs. WCMFX (22.00). JDSAX has a lower initial minimum investment than WCMFX: JDSAX (2500) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 26.53 vs. JDSAX (20.57).
| JDSAX | WCMFX | JDSAX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 11.037 | 14.636 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 77.1M | 2,053% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | 20.57 | 26.53 | 78% |
| Returns for 3 years | 13.06 | 24.40 | 54% |
| Returns for 5 years | 24.23 | N/A | - |
| Returns for 10 years | 5.43 | N/A | - |