Ad is loading...
JDSNX vs WCMFX
JDSNX vs WCMFX Comparison
Open Charts JDSNX vs WCMFX
Janus Henderson Small Cap Value N
Price$22.53
Change+$0.11 (+0.49%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.14
Change+$0.08 (+0.66%)
VolumeN/A
CapitalizationN/A
JDSNX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDSNX vs. WCMFX commentary
Dec 23, 2024
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: 1.63B vs. WCMFX (67.1M). 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). WCMFX annual gain was more profitable for investors over the last year : -0.33 vs. JDSNX (-2.92). WCMFX return over 5 years is better than : 15.07 vs. JDSNX (3.13).
| 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 | -2.924 | -0.736 | 397% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 67.1M | 2,431% |
| Annual Yield % from dividends | 1.01 | 0.00 | - |
| Returns for 1 year | -2.92 | -0.33 | 890% |
| Returns for 3 years | -6.77 | 7.53 | -90% |
| Returns for 5 years | 3.13 | 15.07 | 21% |
| Returns for 10 years | 13.63 | N/A | - |