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JDSNX vs WCMFX
JDSNX vs WCMFX Comparison
Open Charts JDSNX vs WCMFX
Janus Henderson Small Cap Value N
Price$20.00
Change-$1.60 (-7.41%)
VolumeN/A
Net Assets1.39B
WCM SMID Quality Val Fd Institutional
Price$10.70
Change-$0.58 (-5.14%)
VolumeN/A
Net Assets61.72M
JDSNX vs WCMFX Comparison Chart
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JDSNX vs. WCMFX commentary
Apr 05, 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: 1.39B vs. WCMFX (61.7M). JDSNX pays higher dividends than WCMFX: JDSNX (1.47) vs WCMFX (0.00). JDSNX was incepted earlier than WCMFX: JDSNX (13 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than JDSNX (0.99). JDSNX is a more actively managed with annual turnover of: 36.00 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 : -11.13 vs. WCMFX (-16.07). WCMFX return over 5 years is better than : 80.77 vs. JDSNX (55.71).
| JDSNX | WCMFX | JDSNX / WCMFX | |
| Total Expense Ratio | 0.99 | 0.85 | 116% |
| Annual Report Gross Expense Ratio | 0.99 | 1.27 | 78% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | -4.467 | -5.843 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 61.7M | 2,246% |
| Annual Yield % from dividends | 1.47 | 0.00 | - |
| Returns for 1 year | -11.13 | -16.07 | 69% |
| Returns for 3 years | -7.99 | 2.45 | -326% |
| Returns for 5 years | 55.71 | 80.77 | 69% |
| Returns for 10 years | 5.44 | N/A | - |
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