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JSVZX vs WCMFX
JSVZX vs WCMFX Comparison
Open Charts JSVZX vs WCMFX
JPMorgan Small Cap Value R2
Price$25.27
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets1.2B
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
JSVZX vs WCMFX Comparison Chart in %
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JSVZX vs. WCMFX commentary
Nov 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JSVZX has more cash in the bank: 1.2B vs. WCMFX (5.92M). JSVZX pays higher dividends than WCMFX: JSVZX (0.58) 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: 72.00 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 : -5.79 vs. WCMFX (-76.30). JSVZX return over 5 years is better than : 14.07 vs. WCMFX (-65.40).
| JSVZX | WCMFX | JSVZX / WCMFX | |
| Total Expense Ratio | 1.49 | 0.90 | 166% |
| Annual Report Gross Expense Ratio | 1.60 | 1.45 | 110% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 4.907 | -71.870 | -7% |
| 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 | 20,291% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | -5.79 | -76.30 | 8% |
| Returns for 3 years | 4.71 | -67.31 | -7% |
| Returns for 5 years | 14.07 | -65.40 | -22% |
| Returns for 10 years | 4.46 | N/A | - |
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