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JSVQX vs WCMJX
JSVQX vs WCMJX Comparison
Open Charts JSVQX vs WCMJX
JPMorgan Small Cap Value R4
Price$30.84
Change+$0.54 (+1.78%)
VolumeN/A
Net Assets1.28B
WCM SMID Quality Val Fd Investor
Price$3.38
Change+$0.03 (+0.90%)
VolumeN/A
Net Assets2.65M
JSVQX vs WCMJX Comparison Chart in %
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JSVQX vs. WCMJX commentary
Dec 04, 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 Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
JSVQX has more cash in the bank: 1.28B vs. WCMJX (2.65M). JSVQX pays higher dividends than WCMJX: JSVQX (0.78) vs WCMJX (0.00). JSVQX was incepted earlier than WCMJX: JSVQX (9 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than JSVQX (1.01). JSVQX is a more actively managed with annual turnover of: 49.00 vs. WCMJX (15.00). JSVQX has a lower initial minimum investment than WCMJX: JSVQX (0) vs WCMJX (1000). JSVQX annual gain was more profitable for investors over the last year : -3.05 vs. WCMJX (-77.15). JSVQX return over 5 years is better than : 22.56 vs. WCMJX (-66.50).
| JSVQX | WCMJX | JSVQX / WCMJX | |
| Total Expense Ratio | 0.99 | 1.15 | 86% |
| Annual Report Gross Expense Ratio | 1.01 | 1.70 | 59% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 11.353 | -71.647 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 2.65M | 48,507% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | -3.05 | -77.15 | 4% |
| Returns for 3 years | 11.66 | -68.40 | -17% |
| Returns for 5 years | 22.56 | -66.50 | -34% |
| Returns for 10 years | N/A | N/A | - |
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