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JNPSX vs WCMFX
JNPSX vs WCMFX Comparison
Open Charts JNPSX vs WCMFX
Janus Henderson Small Cap Value D
Price$22.46
Change+$0.01 (+0.04%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.12
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
JNPSX vs WCMFX Comparison Chart
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JNPSX vs. WCMFX commentary
Dec 24, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JNPSX has more cash in the bank: 1.63B vs. WCMFX (67.1M). 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 : -0.82 vs. JNPSX (-3.29). WCMFX return over 5 years is better than : 14.56 vs. JNPSX (2.55).
| 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 | -3.044 | -0.899 | 338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 67.1M | 2,431% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | -3.29 | -0.82 | 402% |
| Returns for 3 years | -8.17 | 5.21 | -157% |
| Returns for 5 years | 2.55 | 14.56 | 18% |
| Returns for 10 years | 11.15 | N/A | - |