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JDSNX vs WCMFX
JDSNX vs WCMFX Comparison
Open Charts JDSNX vs WCMFX
Janus Henderson Small Cap Value N
Price$22.47
Change-$0.49 (-2.13%)
VolumeN/A
Net Assets1.46B
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
JDSNX vs WCMFX Comparison Chart
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JDSNX vs. WCMFX commentary
Feb 23, 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 JDSNX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDSNX has more cash in the bank: 1.46B vs. WCMFX (66.5M). JDSNX pays higher dividends than WCMFX: JDSNX (1.01) vs WCMFX (0.00). JDSNX was incepted earlier than WCMFX: JDSNX (13 years) vs WCMFX (5 years). JDSNX is a more actively managed with annual turnover of: 44.00 vs. WCMFX (22.00). WCMFX has a lower initial minimum investment than JDSNX: WCMFX (100000) vs JDSNX (1000000). JDSNX annual gain was more profitable for investors over the last year : -3.88 vs. WCMFX (-6.03). WCMFX return over 5 years is better than : 11.06 vs. JDSNX (8.11).
| JDSNX | WCMFX | JDSNX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | -0.619 | -1.085 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 66.5M | 2,202% |
| Annual Yield % from dividends | 1.01 | 0.00 | - |
| Returns for 1 year | -3.88 | -6.03 | 64% |
| Returns for 3 years | -2.27 | 9.72 | -23% |
| Returns for 5 years | 8.11 | 11.06 | 73% |
| Returns for 10 years | 11.03 | N/A | - |
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