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JDSAX vs WCMJX
JDSAX vs WCMJX Comparison
Open Charts JDSAX vs WCMJX
Janus Henderson Small Cap Value A
Price$22.35
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets1.19B
WCM SMID Quality Val Fd Investor
Price$11.15
Change-$0.09 (-0.80%)
VolumeN/A
Net Assets59.44M
JDSAX vs WCMJX Comparison Chart in %
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JDSAX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDSAX has more cash in the bank: 1.19B vs. WCMJX (59.4M). JDSAX pays higher dividends than WCMJX: JDSAX (1.20) vs WCMJX (0.00). JDSAX was incepted earlier than WCMJX: JDSAX (16 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than JDSAX (1.56). JDSAX is a more actively managed with annual turnover of: 36.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than JDSAX: WCMJX (1000) vs JDSAX (2500). JDSAX annual gain was more profitable for investors over the last year : -8.72 vs. WCMJX (-16.60). JDSAX return over 5 years is better than : 25.26 vs. WCMJX (22.53).
| JDSAX | WCMJX | JDSAX / WCMJX | |
| Total Expense Ratio | 1.56 | 1.15 | 136% |
| Annual Report Gross Expense Ratio | 1.56 | 1.70 | 92% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -2.316 | -5.348 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -16.60 | 53% |
| Returns for 3 years | -1.99 | 6.29 | -32% |
| Returns for 5 years | 25.26 | 22.53 | 112% |
| Returns for 10 years | 5.27 | N/A | - |
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