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JAVTX vs WCMLX
JAVTX vs WCMLX Comparison
Open Charts JAVTX vs WCMLX
Janus Henderson Venture T
Price$70.92
Change+$0.56 (+0.80%)
VolumeN/A
Net Assets2.89B
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
JAVTX vs WCMLX Comparison Chart
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JAVTX vs. WCMLX commentary
Apr 18, 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 JAVTX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JAVTX has more cash in the bank: 2.89B vs. WCMLX (38.8M). JAVTX (0.00) and WCMLX (0.00) have matching dividends . JAVTX was incepted earlier than WCMLX: JAVTX (40 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than JAVTX (0.91). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JAVTX (18.00). JAVTX has a lower initial minimum investment than WCMLX: JAVTX (2500) vs WCMLX (100000). JAVTX annual gain was more profitable for investors over the last year : -8.37 vs. WCMLX (-12.36). WCMLX return over 5 years is better than : 23.25 vs. JAVTX (7.63).
| JAVTX | WCMLX | JAVTX / WCMLX | |
| Total Expense Ratio | 0.91 | 0.99 | 92% |
| Annual Report Gross Expense Ratio | 0.91 | 1.86 | 49% |
| Fund Existence | 40 years | 5 years | - |
| Gain YTD | -13.296 | -16.719 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 38.8M | 7,456% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.37 | -12.36 | 68% |
| Returns for 3 years | -13.11 | -8.07 | 163% |
| Returns for 5 years | 7.63 | 23.25 | 33% |
| Returns for 10 years | 3.44 | N/A | - |
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