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JDSNX vs WCMFX
JDSNX vs WCMFX Comparison
Open Charts JDSNX vs WCMFX
Janus Henderson Small Cap Value N
Price$22.20
Change+$0.16 (+0.73%)
VolumeN/A
Net Assets1.22B
WCM SMID Quality Val Fd Institutional
Price$11.57
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets61.46M
JDSNX vs WCMFX Comparison Chart in %
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JDSNX vs. WCMFX commentary
Jul 18, 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 (61.5M). JDSNX pays higher dividends than WCMFX: JDSNX (1.44) 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 : -15.37 vs. WCMFX (-18.37). JDSNX (32.91) and WCMFX (32.30) 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 | -2.521 | -3.589 | 70% |
| 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 | 61.5M | 1,992% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | -15.37 | -18.37 | 84% |
| Returns for 3 years | 6.94 | 13.68 | 51% |
| Returns for 5 years | 32.91 | 32.30 | 102% |
| Returns for 10 years | 8.22 | N/A | - |
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