Interact to see
Advertisement
Advertisement
JDSAX vs WCMFX
JDSAX vs WCMFX Comparison
Open Charts JDSAX vs WCMFX
Janus Henderson Small Cap Value A
Price$22.35
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets1.19B
WCM SMID Quality Val Fd Institutional
Price$11.36
Change-$0.09 (-0.79%)
VolumeN/A
Net Assets59.44M
JDSAX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDSAX vs. WCMFX commentary
Aug 10, 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 JDSAX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDSAX has more cash in the bank: 1.19B vs. WCMFX (59.4M). JDSAX pays higher dividends than WCMFX: JDSAX (1.20) vs WCMFX (0.00). JDSAX was incepted earlier than WCMFX: JDSAX (16 years) vs WCMFX (6 years). JDSAX (1.56) is less costly to investors than WCMFX (1.45). JDSAX is a more actively managed with annual turnover of: 36.00 vs. WCMFX (15.00). JDSAX has a lower initial minimum investment than WCMFX: JDSAX (2500) vs WCMFX (100000). JDSAX annual gain was more profitable for investors over the last year : -8.72 vs. WCMFX (-16.22). JDSAX (25.26) and WCMFX (24.42) have equivalent 5 years return.
| JDSAX | WCMFX | JDSAX / WCMFX | |
| Total Expense Ratio | 1.56 | 0.90 | 173% |
| Annual Report Gross Expense Ratio | 1.56 | 1.45 | 108% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -2.316 | -5.175 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 59.4M | 2,007% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | -8.72 | -16.22 | 54% |
| Returns for 3 years | -1.99 | 7.37 | -27% |
| Returns for 5 years | 25.26 | 24.42 | 103% |
| Returns for 10 years | 5.27 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement