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JSVQX vs WCMFX
JSVQX vs WCMFX Comparison
Open Charts JSVQX vs WCMFX
JPMorgan Small Cap Value R4
Price$30.20
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets1.26B
WCM SMID Quality Val Fd Institutional
Price$3.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
JSVQX vs WCMFX Comparison Chart in %
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JSVQX vs. WCMFX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 22.5B vs. JSVQX (1.26B). JSVQX pays higher dividends than WCMFX: JSVQX (0.80) 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 : 10.55 vs. WCMFX (-69.00). JSVQX return over 5 years is better than : 6.85 vs. WCMFX (-65.91).
| 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 | 6.638 | 5.915 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 22.5B | 6% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 10.55 | -69.00 | -15% |
| Returns for 3 years | 20.97 | -65.02 | -32% |
| Returns for 5 years | 6.85 | -65.91 | -10% |
| Returns for 10 years | N/A | N/A | - |
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