Interact to see
Advertisement
Advertisement
JSVQX vs WCMJX
JSVQX vs WCMJX Comparison
Open Charts JSVQX vs WCMJX
JPMorgan Small Cap Value R4
Price$28.83
Change-$0.10 (-0.35%)
VolumeN/A
Net Assets1.26B
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
JSVQX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVQX vs. WCMJX commentary
Dec 27, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSVQX has more cash in the bank: 1.26B vs. WCMJX (1.61M). 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 (1.18). JSVQX is a more actively managed with annual turnover of: 72.00 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 : 3.70 vs. WCMJX (-71.64). JSVQX return over 5 years is better than : 10.71 vs. WCMJX (-67.37).
| JSVQX | WCMJX | JSVQX / WCMJX | |
| Total Expense Ratio | 0.99 | 1.15 | 86% |
| Annual Report Gross Expense Ratio | 1.18 | 1.70 | 69% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 5.395 | -71.138 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 1.61M | 78,363% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 3.70 | -71.64 | -5% |
| Returns for 3 years | 23.05 | -65.48 | -35% |
| Returns for 5 years | 10.71 | -67.37 | -16% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement