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JSCAX vs WCMJX
JSCAX vs WCMJX Comparison
Open Charts JSCAX vs WCMJX
JHancock Small Cap Value A
Price$9.67
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets202.45M
WCM SMID Quality Val Fd Investor
Price$10.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.22M
JSCAX vs WCMJX Comparison Chart
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JSCAX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSCAX has more cash in the bank: 202M vs. WCMJX (61.2M). JSCAX pays higher dividends than WCMJX: JSCAX (0.39) vs WCMJX (0.00). JSCAX was incepted earlier than WCMJX: JSCAX (11 years) vs WCMJX (6 years). WCMJX (1.52) is less costly to investors than JSCAX (1.43). JSCAX is a more actively managed with annual turnover of: 38.00 vs. WCMJX (22.00). JSCAX (1000) and WCMJX (1000) have matching initial minimum investment requirements. WCMJX annual gain was more profitable for investors over the last year : -16.79 vs. JSCAX (-42.27). WCMJX return over 5 years is better than : 47.61 vs. JSCAX (-29.79).
| JSCAX | WCMJX | JSCAX / WCMJX | |
| Total Expense Ratio | 1.39 | 1.10 | 126% |
| Annual Report Gross Expense Ratio | 1.43 | 1.52 | 94% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -42.166 | -10.781 | 391% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -16.79 | 252% |
| Returns for 3 years | -53.42 | 2.24 | -2,388% |
| Returns for 5 years | -29.79 | 47.61 | -63% |
| Returns for 10 years | -51.46 | N/A | - |
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