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JANVX vs WCMLX
JANVX vs WCMLX Comparison
Open Charts JANVX vs WCMLX
Janus Henderson Venture D
Price$77.18
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets3.09B
WCM Small Cap Growth Institutional
Price$11.43
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets40.78M
JANVX vs WCMLX Comparison Chart
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JANVX vs. WCMLX commentary
Mar 12, 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 JANVX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JANVX has more cash in the bank: 3.09B vs. WCMLX (40.8M). JANVX (0.00) and WCMLX (0.00) have matching dividends . JANVX was incepted earlier than WCMLX: JANVX (40 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than JANVX (0.79). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JANVX (18.00). JANVX has a lower initial minimum investment than WCMLX: JANVX (2500) vs WCMLX (100000). JANVX annual gain was more profitable for investors over the last year : -5.37 vs. WCMLX (-12.77). WCMLX return over 5 years is better than : 50.93 vs. JANVX (29.87).
| JANVX | WCMLX | JANVX / WCMLX | |
| Total Expense Ratio | 0.79 | 0.99 | 80% |
| Annual Report Gross Expense Ratio | 0.79 | 1.86 | 42% |
| Fund Existence | 40 years | 5 years | - |
| Gain YTD | -7.543 | -11.275 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 40.8M | 7,576% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.37 | -12.77 | 42% |
| Returns for 3 years | -3.37 | -0.26 | 1,284% |
| Returns for 5 years | 29.87 | 50.93 | 59% |
| Returns for 10 years | 14.83 | N/A | - |
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