JSVZX
Price
$25.57
Change
+$0.02 (+0.08%)
Updated
Sep 17 closing price
Net Assets
1.25B
WCMFX
Price
$11.67
Change
-$0.07 (-0.60%)
Updated
Sep 17 closing price
Net Assets
60.68M
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JSVZX vs WCMFX

Header iconJSVZX vs WCMFX Comparison
Open Charts JSVZX vs WCMFXBanner chart's image
JPMorgan Small Cap Value R2
Price$25.57
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets1.25B
WCM SMID Quality Val Fd Institutional
Price$11.67
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets60.68M
JSVZX vs WCMFX Comparison Chart in %
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JSVZX vs. WCMFX commentary
Sep 18, 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 JSVZX is a Hold and WCMFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JSVZX has more cash in the bank: 1.25B vs. WCMFX (60.7M). JSVZX pays higher dividends than WCMFX: JSVZX (0.61) vs WCMFX (0.00). JSVZX was incepted earlier than WCMFX: JSVZX (17 years) vs WCMFX (6 years). JSVZX (1.60) is less costly to investors than WCMFX (1.45). JSVZX is a more actively managed with annual turnover of: 61.00 vs. WCMFX (15.00). JSVZX has a lower initial minimum investment than WCMFX: JSVZX (0) vs WCMFX (100000). JSVZX annual gain was more profitable for investors over the last year : -1.30 vs. WCMFX (-15.60). WCMFX (37.31) and JSVZX (36.64) have equivalent 5 years return.
JSVZXWCMFXJSVZX / WCMFX
Total Expense Ratio1.490.90166%
Annual Report Gross Expense Ratio1.601.45110%
Fund Existence17 years6 years-
Gain YTD5.834-2.003-291%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.25B60.7M2,066%
Annual Yield % from dividends0.610.00-
Returns for 1 year-1.30-15.608%
Returns for 3 years10.9918.8358%
Returns for 5 years36.6437.3198%
Returns for 10 years11.12N/A-
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