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JNPSX vs WCMFX
JNPSX vs WCMFX Comparison
Open Charts JNPSX vs WCMFX
Janus Henderson Small Cap Value D
Price$19.78
Change+$0.21 (+1.07%)
VolumeN/A
Net Assets1.29B
WCM SMID Quality Val Fd Institutional
Price$10.50
Change+$0.13 (+1.25%)
VolumeN/A
Net Assets59.43M
JNPSX vs WCMFX Comparison Chart
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JNPSX vs. WCMFX commentary
Apr 24, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JNPSX has more cash in the bank: 1.29B vs. WCMFX (59.4M). JNPSX pays higher dividends than WCMFX: JNPSX (1.39) vs WCMFX (0.00). JNPSX was incepted earlier than WCMFX: JNPSX (38 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than JNPSX (1.07). JNPSX is a more actively managed with annual turnover of: 36.00 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 : -17.42 vs. WCMFX (-19.11). WCMFX return over 5 years is better than : 45.24 vs. JNPSX (27.80).
| JNPSX | WCMFX | JNPSX / WCMFX | |
| Total Expense Ratio | 1.07 | 0.85 | 126% |
| Annual Report Gross Expense Ratio | 1.07 | 1.27 | 84% |
| Fund Existence | 38 years | 5 years | - |
| Gain YTD | -13.138 | -13.439 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 59.4M | 2,177% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -17.42 | -19.11 | 91% |
| Returns for 3 years | -13.22 | -1.80 | 735% |
| Returns for 5 years | 27.80 | 45.24 | 61% |
| Returns for 10 years | -5.54 | N/A | - |