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JSVZX vs WCMJX
JSVZX vs WCMJX Comparison
Open Charts JSVZX vs WCMJX
JPMorgan Small Cap Value R2
Price$25.72
Change-$0.34 (-1.30%)
VolumeN/A
Net Assets1.26B
WCM SMID Quality Val Fd Investor
Price$11.18
Change-$0.17 (-1.50%)
VolumeN/A
Net Assets23.69B
JSVZX vs WCMJX Comparison Chart in %
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JSVZX vs. WCMJX commentary
Oct 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 23.7B vs. JSVZX (1.26B). JSVZX pays higher dividends than WCMJX: JSVZX (0.59) 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 : 2.27 vs. WCMJX (-17.15). JSVZX return over 5 years is better than : 30.85 vs. WCMJX (25.00).
| 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 | 8.186 | -3.650 | -224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 23.7B | 5% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | 2.27 | -17.15 | -13% |
| Returns for 3 years | 19.13 | 20.74 | 92% |
| Returns for 5 years | 30.85 | 25.00 | 123% |
| Returns for 10 years | 9.19 | N/A | - |
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