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JSVZX vs WCMFX
JSVZX vs WCMFX Comparison
Open Charts JSVZX vs WCMFX
JPMorgan Small Cap Value R2
Price$24.28
Change+$0.17 (+0.71%)
VolumeN/A
Net Assets1.23B
WCM SMID Quality Val Fd Institutional
Price$11.81
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets63.2M
JSVZX vs WCMFX Comparison Chart in %
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JSVZX vs. WCMFX commentary
Jul 06, 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.
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 : 1.98 vs. WCMFX (-10.46). WCMFX (40.93) and JSVZX (39.66) have equivalent 5 years return.
| 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 | 0.574 | -1.419 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 63.2M | 1,951% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | 1.98 | -10.46 | -19% |
| Returns for 3 years | 8.47 | 16.82 | 50% |
| Returns for 5 years | 39.66 | 40.93 | 97% |
| Returns for 10 years | -3.32 | N/A | - |
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