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JDSRX vs WCMFX
JDSRX vs WCMFX Comparison
Open Charts JDSRX vs WCMFX
Janus Henderson Small Cap Value R
Price$25.04
Change-$0.31 (-1.22%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.02
Change-$0.14 (-0.99%)
VolumeN/A
CapitalizationN/A
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JDSRX vs WCMFX Comparison Chart
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JDSRX vs. WCMFX commentary
Sep 21, 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 JDSRX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDSRX has more cash in the bank: 1.58B vs. WCMFX (77.1M). JDSRX (0.00) and WCMFX (0.00) have matching dividends . JDSRX was incepted earlier than WCMFX: JDSRX (15 years) vs WCMFX (5 years). JDSRX is a more actively managed with annual turnover of: 44.00 vs. WCMFX (22.00). JDSRX has a lower initial minimum investment than WCMFX: JDSRX (2500) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 26.53 vs. JDSRX (20.09).
| JDSRX | WCMFX | JDSRX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 10.844 | 14.636 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 77.1M | 2,053% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 20.09 | 26.53 | 76% |
| Returns for 3 years | 11.55 | 24.40 | 47% |
| Returns for 5 years | 21.89 | N/A | - |
| Returns for 10 years | 0.83 | N/A | - |
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