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JSVQX vs WCMFX
JSVQX vs WCMFX Comparison
Open Charts JSVQX vs WCMFX
JPMorgan Small Cap Value R4
Price$29.11
Change-$0.28 (-0.95%)
VolumeN/A
Net Assets1.26B
WCM SMID Quality Val Fd Institutional
Price$11.37
Change-$0.19 (-1.64%)
VolumeN/A
Net Assets59.32M
JSVQX vs WCMFX Comparison Chart in %
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JSVQX vs. WCMFX commentary
Sep 26, 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 JSVQX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
JSVQX has more cash in the bank: 1.26B vs. WCMFX (59.3M). JSVQX pays higher dividends than WCMFX: JSVQX (0.87) vs WCMFX (0.00). JSVQX was incepted earlier than WCMFX: JSVQX (9 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than JSVQX (1.01). JSVQX is a more actively managed with annual turnover of: 61.00 vs. WCMFX (15.00). JSVQX has a lower initial minimum investment than WCMFX: JSVQX (0) vs WCMFX (100000). JSVQX annual gain was more profitable for investors over the last year : 1.69 vs. WCMFX (-17.25). JSVQX return over 5 years is better than : 54.37 vs. WCMFX (39.11).
| JSVQX | WCMFX | JSVQX / WCMFX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 1.01 | 1.45 | 70% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 7.150 | -3.506 | -204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 59.3M | 2,120% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 1.69 | -17.25 | -10% |
| Returns for 3 years | 24.07 | 23.37 | 103% |
| Returns for 5 years | 54.37 | 39.11 | 139% |
| Returns for 10 years | N/A | N/A | - |
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