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JNPSX vs WCMFX
JNPSX vs WCMFX Comparison
Open Charts JNPSX vs WCMFX
Janus Henderson Small Cap Value D
Price$26.81
Change-$0.18 (-0.67%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.56
Change-$0.11 (-0.75%)
VolumeN/A
CapitalizationN/A
JNPSX vs WCMFX Comparison Chart
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JNPSX vs. WCMFX commentary
Nov 14, 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 JNPSX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JNPSX has more cash in the bank: 1.5B vs. WCMFX (79.2M). 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). WCMFX annual gain was more profitable for investors over the last year : 36.97 vs. JNPSX (27.94). WCMFX return over 5 years is better than : 43.26 vs. JNPSX (26.39).
| 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 | 15.096 | 19.951 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 79.2M | 1,898% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | 27.94 | 36.97 | 76% |
| Returns for 3 years | 4.84 | 14.43 | 34% |
| Returns for 5 years | 26.39 | 43.26 | 61% |
| Returns for 10 years | 6.54 | N/A | - |
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