Interact to see
Advertisement
Advertisement
WCMJX vs WSMVX
WCMJX vs WSMVX Comparison
Open Charts WCMJX vs WSMVX
WCM SMID Quality Val Fd Investor
Price$11.50
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets61.41M
Wilshire Small Company Value Instl
Price$27.16
Change-$0.31 (-1.13%)
VolumeN/A
Net Assets23.17M
WCMJX vs WSMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
WCMJX vs. WSMVX commentary
Aug 18, 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 WCMJX is a StrongBuy and WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 61.4M vs. WSMVX (23.2M). WSMVX pays higher dividends than WCMJX: WSMVX (1.52) vs WCMJX (0.00). WCMJX was incepted earlier than WSMVX: WCMJX (6 years) vs WSMVX (29 years). WCMJX (1.70) and WSMVX (1.70) have similar cost to investors . WSMVX is a more actively managed with annual turnover of: 53.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than WSMVX: WCMJX (1000) vs WSMVX (250000). WSMVX annual gain was more profitable for investors over the last year : 0.99 vs. WCMJX (-15.38). WSMVX return over 5 years is better than : 53.04 vs. WCMJX (25.55).
| WCMJX | WSMVX | WCMJX / WSMVX | |
| Total Expense Ratio | 1.15 | 1.10 | 105% |
| Annual Report Gross Expense Ratio | 1.70 | 1.70 | 100% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | -2.377 | 4.021 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.4M | 23.2M | 265% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -15.38 | 0.99 | -1,554% |
| Returns for 3 years | 3.51 | -1.14 | -309% |
| Returns for 5 years | 25.55 | 53.04 | 48% |
| Returns for 10 years | N/A | 25.99 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement