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JSVZX vs WCMFX
JSVZX vs WCMFX Comparison
Open Charts JSVZX vs WCMFX
JPMorgan Small Cap Value R2
Price$26.70
Change-$0.02 (-0.07%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.26
Change+$0.04 (+0.28%)
VolumeN/A
CapitalizationN/A
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JSVZX vs WCMFX Comparison Chart
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JSVZX vs. WCMFX commentary
Oct 18, 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 JSVZX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSVZX has more cash in the bank: 1.36B vs. WCMFX (77.2M). JSVZX pays higher dividends than WCMFX: JSVZX (1.07) vs WCMFX (0.00). JSVZX was incepted earlier than WCMFX: JSVZX (16 years) vs WCMFX (5 years). JSVZX is a more actively managed with annual turnover of: 79.00 vs. WCMFX (22.00). JSVZX has a lower initial minimum investment than WCMFX: JSVZX (0) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 30.94 vs. JSVZX (28.87).
| JSVZX | WCMFX | JSVZX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 12.344 | 16.271 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 77.2M | 1,767% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 28.87 | 30.94 | 93% |
| Returns for 3 years | -15.03 | 21.43 | -70% |
| Returns for 5 years | 16.70 | N/A | - |
| Returns for 10 years | 12.23 | N/A | - |
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