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JSIVX vs WCMFX
JSIVX vs WCMFX Comparison
Open Charts JSIVX vs WCMFX
Janus Henderson Small Cap Value L
Price$26.83
Change-$0.33 (-1.22%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.02
Change-$0.14 (-0.99%)
VolumeN/A
CapitalizationN/A
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JSIVX vs WCMFX Comparison Chart
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JSIVX vs. WCMFX commentary
Sep 21, 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 JSIVX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSIVX has more cash in the bank: 1.58B vs. WCMFX (77.1M). JSIVX pays higher dividends than WCMFX: JSIVX (0.97) vs WCMFX (0.00). JSIVX was incepted earlier than WCMFX: JSIVX (40 years) vs WCMFX (5 years). JSIVX is a more actively managed with annual turnover of: 44.00 vs. WCMFX (22.00). WCMFX has a lower initial minimum investment than JSIVX: WCMFX (100000) vs JSIVX (250000). WCMFX annual gain was more profitable for investors over the last year : 26.53 vs. JSIVX (21.28).
| JSIVX | WCMFX | JSIVX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 40 years | 5 years | - |
| Gain YTD | 11.403 | 14.636 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 77.1M | 2,053% |
| Annual Yield % from dividends | 0.97 | 0.00 | - |
| Returns for 1 year | 21.28 | 26.53 | 80% |
| Returns for 3 years | 14.74 | 24.40 | 60% |
| Returns for 5 years | 27.20 | N/A | - |
| Returns for 10 years | 11.47 | N/A | - |
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