Interact to see
Advertisement
Advertisement
JSVQX vs WCMJX
JSVQX vs WCMJX Comparison
Open Charts JSVQX vs WCMJX
JPMorgan Small Cap Value R4
Price$29.30
Change-$0.57 (-1.91%)
VolumeN/A
Net Assets1.23B
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
JSVQX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVQX vs. WCMJX 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 JSVQX is a Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
JSVQX has more cash in the bank: 1.23B vs. WCMJX (7.41M). JSVQX pays higher dividends than WCMJX: JSVQX (0.81) 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 : -3.93 vs. WCMJX (-25.22). JSVQX return over 5 years is better than : 28.57 vs. WCMJX (13.30).
| 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 | 9.196 | -8.149 | -113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 7.41M | 16,556% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | -3.93 | -25.22 | 16% |
| Returns for 3 years | 10.08 | 4.14 | 244% |
| Returns for 5 years | 28.57 | 13.30 | 215% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement