JSVZX
Price
$23.90
Change
-$0.38 (-1.57%)
Updated
Jul 7 closing price
Net Assets
1.23B
WCMFX
Price
$11.68
Change
-$0.13 (-1.10%)
Updated
Jul 7 closing price
Net Assets
63.2M
Interact to see
Advertisement

JSVZX vs WCMFX

Header iconJSVZX vs WCMFX Comparison
Open Charts JSVZX vs WCMFXBanner chart's image
JPMorgan Small Cap Value R2
Price$23.90
Change-$0.38 (-1.57%)
VolumeN/A
Net Assets1.23B
WCM SMID Quality Val Fd Institutional
Price$11.68
Change-$0.13 (-1.10%)
VolumeN/A
Net Assets63.2M
JSVZX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JSVZX vs. WCMFX commentary
Jul 08, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JSVZX has more cash in the bank: 1.23B vs. WCMFX (63.2M). 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 : 1.48 vs. WCMFX (-10.46). WCMFX (40.93) and JSVZX (38.95) 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-1.000-1.41971%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.23B63.2M1,951%
Annual Yield % from dividends0.660.00-
Returns for 1 year1.48-10.46-14%
Returns for 3 years5.8916.8235%
Returns for 5 years38.9540.9395%
Returns for 10 years-5.08N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
OTGLY18.860.25
+1.32%
CD Projekt SA
MTWTF12.31N/A
N/A
Metawater Co Ltd
NRGYF0.07N/A
N/A
New Energy Metals Corp.
NGPHF0.06N/A
-0.08%
Northern Graphite Corp.
EDPFY44.24-0.52
-1.17%
EDP S.A.