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JNPSX vs WCMFX
JNPSX vs WCMFX Comparison
Open Charts JNPSX vs WCMFX
Janus Henderson Small Cap Value D
Price$22.39
Change-$0.48 (-2.10%)
VolumeN/A
Net Assets1.46B
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
JNPSX vs WCMFX Comparison Chart
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JNPSX vs. WCMFX commentary
Feb 23, 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 JNPSX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JNPSX has more cash in the bank: 1.46B vs. WCMFX (66.5M). JNPSX pays higher dividends than WCMFX: JNPSX (0.81) vs WCMFX (0.00). JNPSX was incepted earlier than WCMFX: JNPSX (37 years) vs WCMFX (5 years). JNPSX is a more actively managed with annual turnover of: 44.00 vs. WCMFX (22.00). JNPSX has a lower initial minimum investment than WCMFX: JNPSX (2500) vs WCMFX (100000). JNPSX annual gain was more profitable for investors over the last year : -4.04 vs. WCMFX (-4.28). WCMFX return over 5 years is better than : 13.12 vs. JNPSX (7.29).
| JNPSX | WCMFX | JNPSX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 5 years | - |
| Gain YTD | -0.621 | 0.751 | -83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 66.5M | 2,202% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | -4.04 | -4.28 | 94% |
| Returns for 3 years | -2.77 | 11.76 | -24% |
| Returns for 5 years | 7.29 | 13.12 | 56% |
| Returns for 10 years | 9.04 | N/A | - |
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