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JSCNX vs WCMFX
JSCNX vs WCMFX Comparison
Open Charts JSCNX vs WCMFX
JHancock Small Cap Value NAV
Price$17.01
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets505.42M
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
JSCNX vs WCMFX Comparison Chart
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JSCNX vs. WCMFX commentary
Jan 19, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSCNX has more cash in the bank: 505M vs. WCMFX (69.1M). JSCNX pays higher dividends than WCMFX: JSCNX (0.76) vs WCMFX (0.00). JSCNX was incepted earlier than WCMFX: JSCNX (16 years) vs WCMFX (5 years). JSCNX is a more actively managed with annual turnover of: 49.00 vs. WCMFX (22.00). JSCNX has a lower initial minimum investment than WCMFX: JSCNX (0) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 5.50 vs. JSCNX (3.71). WCMFX return over 5 years is better than : 16.43 vs. JSCNX (-17.85).
| JSCNX | WCMFX | JSCNX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 1.613 | 4.090 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 69.1M | 731% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 3.71 | 5.50 | 67% |
| Returns for 3 years | -22.94 | 12.85 | -178% |
| Returns for 5 years | -17.85 | 16.43 | -109% |
| Returns for 10 years | -3.40 | N/A | - |
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