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JNPSX vs WCMFX
JNPSX vs WCMFX Comparison
Open Charts JNPSX vs WCMFX
Janus Henderson Small Cap Value D
Price$27.27
Change+$0.38 (+1.41%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.68
Change+$0.16 (+1.10%)
VolumeN/A
CapitalizationN/A
JNPSX vs WCMFX Comparison Chart
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JNPSX vs. WCMFX commentary
Nov 23, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JNPSX has more cash in the bank: 1.5B vs. WCMFX (77.5M). 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). WCMFX annual gain was more profitable for investors over the last year : 29.30 vs. JNPSX (21.85). WCMFX return over 5 years is better than : 42.07 vs. JNPSX (26.49).
| 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 | 14.670 | 18.724 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 77.5M | 1,939% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | 21.85 | 29.30 | 75% |
| Returns for 3 years | 5.69 | 15.70 | 36% |
| Returns for 5 years | 26.49 | 42.07 | 63% |
| Returns for 10 years | 4.99 | N/A | - |
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