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JSVQX vs WCMJX
JSVQX vs WCMJX Comparison
Open Charts JSVQX vs WCMJX
JPMorgan Small Cap Value R4
Price$28.83
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets1.2B
WCM SMID Quality Val Fd Investor
Price$3.18
Change+$0.01 (+0.32%)
VolumeN/A
Net Assets5.92M
JSVQX vs WCMJX Comparison Chart in %
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JSVQX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
JSVQX has more cash in the bank: 1.2B vs. WCMJX (5.92M). JSVQX pays higher dividends than WCMJX: JSVQX (0.81) vs WCMJX (0.00). JSVQX was incepted earlier than WCMJX: JSVQX (9 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than JSVQX (1.01). JSVQX is a more actively managed with annual turnover of: 72.00 vs. WCMJX (15.00). JSVQX has a lower initial minimum investment than WCMJX: JSVQX (0) vs WCMJX (1000). JSVQX annual gain was more profitable for investors over the last year : -4.63 vs. WCMJX (-77.39). JSVQX return over 5 years is better than : 20.39 vs. WCMJX (-67.35).
| JSVQX | WCMJX | JSVQX / WCMJX | |
| Total Expense Ratio | 0.99 | 1.15 | 86% |
| Annual Report Gross Expense Ratio | 1.01 | 1.70 | 59% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 5.395 | -73.090 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 5.92M | 20,291% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | -4.63 | -77.39 | 6% |
| Returns for 3 years | 7.99 | -68.98 | -12% |
| Returns for 5 years | 20.39 | -67.35 | -30% |
| Returns for 10 years | N/A | N/A | - |
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