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JSCNX vs WCMFX
JSCNX vs WCMFX Comparison
Open Charts JSCNX vs WCMFX
JHancock Small Cap Value NAV
Price$14.10
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets194.75M
WCM SMID Quality Val Fd Institutional
Price$10.40
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets59.22M
JSCNX vs WCMFX Comparison Chart
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JSCNX vs. WCMFX commentary
Apr 18, 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 JSCNX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSCNX has more cash in the bank: 195M vs. WCMFX (59.2M). JSCNX pays higher dividends than WCMFX: JSCNX (0.83) vs WCMFX (0.00). JSCNX was incepted earlier than WCMFX: JSCNX (16 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than JSCNX (1.01). JSCNX is a more actively managed with annual turnover of: 38.00 vs. WCMFX (22.00). JSCNX has a lower initial minimum investment than WCMFX: JSCNX (0) vs WCMFX (100000). JSCNX annual gain was more profitable for investors over the last year : -13.91 vs. WCMFX (-18.07). WCMFX return over 5 years is better than : 44.41 vs. JSCNX (3.08).
| JSCNX | WCMFX | JSCNX / WCMFX | |
| Total Expense Ratio | 0.97 | 0.85 | 114% |
| Annual Report Gross Expense Ratio | 1.01 | 1.27 | 80% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | -16.308 | -13.689 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 59.2M | 329% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | -13.91 | -18.07 | 77% |
| Returns for 3 years | -33.48 | -2.91 | 1,150% |
| Returns for 5 years | 3.08 | 44.41 | 7% |
| Returns for 10 years | -25.61 | N/A | - |
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