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JDSNX vs WCMFX
JDSNX vs WCMFX Comparison
Open Charts JDSNX vs WCMFX
Janus Henderson Small Cap Value N
Price$22.08
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets1.22B
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.41M
JDSNX vs WCMFX Comparison Chart in %
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JDSNX vs. WCMFX commentary
Aug 07, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDSNX has more cash in the bank: 1.23B vs. WCMFX (60.4M). JDSNX pays higher dividends than WCMFX: JDSNX (1.43) vs WCMFX (0.00). JDSNX was incepted earlier than WCMFX: JDSNX (13 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than JDSNX (0.99). JDSNX is a more actively managed with annual turnover of: 36.00 vs. WCMFX (15.00). 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 : -7.67 vs. WCMFX (-13.62). JDSNX (27.61) and WCMFX (26.40) have equivalent 5 years return.
| JDSNX | WCMFX | JDSNX / WCMFX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 0.99 | 1.45 | 68% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -2.123 | -3.673 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 60.4M | 2,028% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | -7.67 | -13.62 | 56% |
| Returns for 3 years | -1.55 | 8.26 | -19% |
| Returns for 5 years | 27.61 | 26.40 | 105% |
| Returns for 10 years | 10.04 | N/A | - |
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