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JSVPX vs WCMFX
JSVPX vs WCMFX Comparison
Open Charts JSVPX vs WCMFX
JPMorgan Small Cap Value R3
Price$26.47
Change+$0.24 (+0.91%)
VolumeN/A
Net Assets1.25B
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
JSVPX vs WCMFX Comparison Chart in %
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JSVPX vs. WCMFX commentary
Oct 09, 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 JSVPX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSVPX has more cash in the bank: 1.25B vs. WCMFX (22M). JSVPX pays higher dividends than WCMFX: JSVPX (0.74) vs WCMFX (0.00). JSVPX was incepted earlier than WCMFX: JSVPX (9 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than JSVPX (1.30). JSVPX is a more actively managed with annual turnover of: 61.00 vs. WCMFX (15.00). JSVPX has a lower initial minimum investment than WCMFX: JSVPX (0) vs WCMFX (100000). JSVPX annual gain was more profitable for investors over the last year : 1.45 vs. WCMFX (-18.45). JSVPX return over 5 years is better than : 31.22 vs. WCMFX (25.14).
| JSVPX | WCMFX | JSVPX / WCMFX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.30 | 1.45 | 90% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 7.017 | -4.841 | -145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 22M | 5,673% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 1.45 | -18.45 | -8% |
| Returns for 3 years | 18.70 | 20.13 | 93% |
| Returns for 5 years | 31.22 | 25.14 | 124% |
| Returns for 10 years | N/A | N/A | - |
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