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JSVZX vs WCMFX
JSVZX vs WCMFX Comparison
Open Charts JSVZX vs WCMFX
JPMorgan Small Cap Value R2
Price$26.24
Change+$0.53 (+2.06%)
VolumeN/A
Net Assets1.24B
WCM SMID Quality Val Fd Institutional
Price$11.48
Change+$0.16 (+1.41%)
VolumeN/A
Net Assets21.79M
JSVZX vs WCMFX Comparison Chart in %
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JSVZX vs. WCMFX commentary
Oct 21, 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 StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
JSVZX has more cash in the bank: 1.25B vs. WCMFX (21.8M). JSVZX pays higher dividends than WCMFX: JSVZX (0.59) 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: 49.00 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 : -2.71 vs. WCMFX (-20.28). JSVZX return over 5 years is better than : 30.30 vs. WCMFX (25.92).
| 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 | 6.733 | -5.509 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 21.8M | 5,711% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | -2.71 | -20.28 | 13% |
| Returns for 3 years | 13.72 | 18.41 | 75% |
| Returns for 5 years | 30.30 | 25.92 | 117% |
| Returns for 10 years | 6.78 | N/A | - |