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JSVZX vs WCMJX
JSVZX vs WCMJX Comparison
Open Charts JSVZX vs WCMJX
JPMorgan Small Cap Value R2
Price$25.55
Change-$0.10 (-0.39%)
VolumeN/A
Net Assets1.25B
WCM SMID Quality Val Fd Investor
Price$11.52
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets60.68M
JSVZX vs WCMJX Comparison Chart in %
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JSVZX vs. WCMJX commentary
Sep 17, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSVZX has more cash in the bank: 1.25B vs. WCMJX (60.7M). JSVZX pays higher dividends than WCMJX: JSVZX (0.61) vs WCMJX (0.00). JSVZX was incepted earlier than WCMJX: JSVZX (17 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than JSVZX (1.60). JSVZX is a more actively managed with annual turnover of: 61.00 vs. WCMJX (15.00). JSVZX has a lower initial minimum investment than WCMJX: JSVZX (0) vs WCMJX (1000). JSVZX annual gain was more profitable for investors over the last year : -0.18 vs. WCMJX (-15.65). JSVZX return over 5 years is better than : 36.39 vs. WCMJX (34.23).
| JSVZX | WCMJX | JSVZX / WCMJX | |
| Total Expense Ratio | 1.49 | 1.15 | 130% |
| Annual Report Gross Expense Ratio | 1.60 | 1.70 | 94% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 6.248 | -2.122 | -294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 60.7M | 2,066% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | -0.18 | -15.65 | 1% |
| Returns for 3 years | 11.42 | 17.77 | 64% |
| Returns for 5 years | 36.39 | 34.23 | 106% |
| Returns for 10 years | 11.55 | N/A | - |
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