JSVZX
Price
$24.15
Change
+$0.27 (+1.13%)
Updated
Jul 17 closing price
Net Assets
1.21B
WCMFX
Price
$11.68
Change
+$0.11 (+0.95%)
Updated
Jul 17 closing price
Net Assets
61.36M
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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$24.15
Change+$0.27 (+1.13%)
VolumeN/A
Net Assets1.21B
WCM SMID Quality Val Fd Institutional
Price$11.68
Change+$0.11 (+0.95%)
VolumeN/A
Net Assets61.36M
JSVZX vs WCMFX Comparison Chart in %
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JSVZX vs. WCMFX commentary
Jul 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 StrongBuy and WCMFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JSVZX has more cash in the bank: 1.21B vs. WCMFX (61.4M). JSVZX pays higher dividends than WCMFX: JSVZX (0.66) 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 : -9.07 vs. WCMFX (-16.28). JSVZX (33.55) and WCMFX (32.53) have equivalent 5 years return.
JSVZXWCMFXJSVZX / WCMFX
Total Expense Ratio1.490.90166%
Annual Report Gross Expense Ratio1.601.45110%
Fund Existence17 years6 years-
Gain YTD-1.083-3.42232%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.21B61.4M1,969%
Annual Yield % from dividends0.660.00-
Returns for 1 year-9.07-16.2856%
Returns for 3 years6.4513.9946%
Returns for 5 years33.5532.53103%
Returns for 10 years-4.77N/A-
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