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JSVQX vs WCMFX
JSVQX vs WCMFX Comparison
Open Charts JSVQX vs WCMFX
JPMorgan Small Cap Value R4
Price$28.83
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets1.2B
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
JSVQX vs WCMFX Comparison Chart in %
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JSVQX vs. WCMFX commentary
Nov 20, 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: 1.2B vs. WCMFX (5.92M). JSVQX pays higher dividends than WCMFX: JSVQX (0.81) 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: 72.00 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 : -4.63 vs. WCMFX (-76.30). JSVQX return over 5 years is better than : 20.39 vs. WCMFX (-65.40).
| 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 | 5.395 | -71.870 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 5.92M | 20,273% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | -4.63 | -76.30 | 6% |
| Returns for 3 years | 7.99 | -67.31 | -12% |
| Returns for 5 years | 20.39 | -65.40 | -31% |
| Returns for 10 years | N/A | N/A | - |
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