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JSVQX vs WCMFX
JSVQX vs WCMFX Comparison
Open Charts JSVQX vs WCMFX
JPMorgan Small Cap Value R4
Price$28.93
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets1.27B
WCM SMID Quality Val Fd Institutional
Price$3.61
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
JSVQX vs WCMFX Comparison Chart in %
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JSVQX vs. WCMFX commentary
Dec 26, 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 JSVQX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSVQX has more cash in the bank: 1.27B vs. WCMFX (1.61M). JSVQX pays higher dividends than WCMFX: JSVQX (0.78) vs WCMFX (0.00). JSVQX was incepted earlier than WCMFX: JSVQX (9 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than JSVQX (1.18). JSVQX is a more actively managed with annual turnover of: 72.00 vs. WCMFX (15.00). JSVQX has a lower initial minimum investment than WCMFX: JSVQX (0) vs WCMFX (100000). JSVQX annual gain was more profitable for investors over the last year : 4.88 vs. WCMFX (-70.39). JSVQX return over 5 years is better than : 11.09 vs. WCMFX (-65.45).
| JSVQX | WCMFX | JSVQX / WCMFX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 1.18 | 1.45 | 81% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 5.760 | -69.866 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 1.61M | 78,611% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 4.88 | -70.39 | -7% |
| Returns for 3 years | 23.07 | -63.72 | -36% |
| Returns for 5 years | 11.09 | -65.45 | -17% |
| Returns for 10 years | N/A | N/A | - |
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