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JSCAX vs WCMFX
JSCAX vs WCMFX Comparison
Open Charts JSCAX vs WCMFX
JHancock Small Cap Value A
Price$9.67
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets202.45M
WCM SMID Quality Val Fd Institutional
Price$10.69
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.22M
JSCAX vs WCMFX Comparison Chart
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JSCAX vs. WCMFX commentary
Apr 29, 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 JSCAX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSCAX has more cash in the bank: 202M vs. WCMFX (61.2M). JSCAX pays higher dividends than WCMFX: JSCAX (0.39) vs WCMFX (0.00). JSCAX was incepted earlier than WCMFX: JSCAX (11 years) vs WCMFX (6 years). JSCAX (1.43) is less costly to investors than WCMFX (1.27). JSCAX is a more actively managed with annual turnover of: 38.00 vs. WCMFX (22.00). JSCAX has a lower initial minimum investment than WCMFX: JSCAX (1000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : -16.42 vs. JSCAX (-42.27). WCMFX return over 5 years is better than : 49.72 vs. JSCAX (-29.79).
| JSCAX | WCMFX | JSCAX / WCMFX | |
| Total Expense Ratio | 1.39 | 0.85 | 164% |
| Annual Report Gross Expense Ratio | 1.43 | 1.27 | 113% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -42.166 | -10.768 | 392% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202M | 61.2M | 330% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | -42.27 | -16.42 | 257% |
| Returns for 3 years | -53.42 | 3.19 | -1,677% |
| Returns for 5 years | -29.79 | 49.72 | -60% |
| Returns for 10 years | -51.46 | N/A | - |