Interact to see
Advertisement
Advertisement
JSVPX vs WCMFX
JSVPX vs WCMFX Comparison
Open Charts JSVPX vs WCMFX
JPMorgan Small Cap Value R3
Price$26.20
Change-$0.50 (-1.87%)
VolumeN/A
Net Assets1.23B
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
JSVPX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVPX vs. WCMFX commentary
Nov 14, 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 JSVPX is a Buy and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
JSVPX has more cash in the bank: 1.23B vs. WCMFX (7.41M). JSVPX pays higher dividends than WCMFX: JSVPX (0.73) vs WCMFX (0.00). JSVPX was incepted earlier than WCMFX: JSVPX (9 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than JSVPX (1.30). JSVPX is a more actively managed with annual turnover of: 49.00 vs. WCMFX (15.00). JSVPX has a lower initial minimum investment than WCMFX: JSVPX (0) vs WCMFX (100000). JSVPX annual gain was more profitable for investors over the last year : -5.85 vs. WCMFX (-24.81). JSVPX return over 5 years is better than : 21.33 vs. WCMFX (15.14).
| JSVPX | WCMFX | JSVPX / WCMFX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.30 | 1.45 | 90% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 6.895 | -7.930 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 7.41M | 16,556% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | -5.85 | -24.81 | 24% |
| Returns for 3 years | 6.98 | 5.15 | 136% |
| Returns for 5 years | 21.33 | 15.14 | 141% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement