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JNPSX vs WCMFX
JNPSX vs WCMFX Comparison
Open Charts JNPSX vs WCMFX
Janus Henderson Small Cap Value D
Price$19.92
Change-$1.59 (-7.39%)
VolumeN/A
Net Assets1.39B
WCM SMID Quality Val Fd Institutional
Price$10.70
Change-$0.58 (-5.14%)
VolumeN/A
Net Assets61.72M
JNPSX vs WCMFX Comparison Chart
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JNPSX vs. WCMFX commentary
Apr 04, 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: 1.39B vs. WCMFX (61.7M). JNPSX pays higher dividends than WCMFX: JNPSX (1.39) vs WCMFX (0.00). JNPSX was incepted earlier than WCMFX: JNPSX (37 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 : -10.76 vs. WCMFX (-16.07). WCMFX return over 5 years is better than : 80.77 vs. JNPSX (54.43).
| JNPSX | WCMFX | JNPSX / WCMFX | |
| Total Expense Ratio | 1.07 | 0.85 | 126% |
| Annual Report Gross Expense Ratio | 1.07 | 1.27 | 84% |
| Fund Existence | 37 years | 5 years | - |
| Gain YTD | -4.527 | -5.843 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 61.7M | 2,246% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -10.76 | -16.07 | 67% |
| Returns for 3 years | -8.94 | 2.45 | -364% |
| Returns for 5 years | 54.43 | 80.77 | 67% |
| Returns for 10 years | 3.87 | N/A | - |