JSVZX
Price
$23.68
Change
-$0.00 (-0.00%)
Updated
Apr 15, 6:59 PM EST
WCMFX
Price
$12.86
Change
-$0.00 (-0.00%)
Updated
Apr 15, 6:59 PM EST
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JSVZX vs WCMFX ᐉ Comparison: Which is Better to Invest?

Header iconJSVZX vs WCMFX Comparison
Open Charts JSVZX vs WCMFXBanner chart's image
JPMorgan Small Cap Value R2
Price$23.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.86
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JSVZX vs WCMFX Comparison Chart

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VS
JSVZX vs. WCMFX commentary
Apr 17, 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 StrongSell and WCMFX is a Hold.

FUNDAMENTALS
Fundamentals
JSVZX has more cash in the bank: 1.43B vs. WCMFX (73.1M). JSVZX pays higher dividends than WCMFX: JSVZX (1.07) vs WCMFX (0.00). JSVZX was incepted earlier than WCMFX: JSVZX (15 years) vs WCMFX (4 years). JSVZX (1.59) is less costly to investors than WCMFX (1.26). 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 : 20.41 vs. JSVZX (14.15).
JSVZXWCMFXJSVZX / WCMFX
Total Expense Ratio1.490.85175%
Annual Report Gross Expense Ratio1.591.26126%
Fund Existence15 years4 years-
Gain YTD-0.7965.151-15%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.43B73.1M1,953%
Annual Yield % from dividends1.070.00-
Returns for 1 year14.1520.4169%
Returns for 3 years-21.846.19-353%
Returns for 5 years1.27N/A-
Returns for 10 years-6.39N/A-
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