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JVTAX vs WCMLX
JVTAX vs WCMLX Comparison
Open Charts JVTAX vs WCMLX
Janus Henderson Venture A
Price$81.50
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets3.22B
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
JVTAX vs WCMLX Comparison Chart in %
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JVTAX vs. WCMLX commentary
Nov 20, 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 JVTAX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.23B vs. WCMLX (41.3M). JVTAX (0.00) and WCMLX (0.00) have matching dividends . JVTAX was incepted earlier than WCMLX: JVTAX (15 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JVTAX (1.01). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JVTAX (18.00). JVTAX has a lower initial minimum investment than WCMLX: JVTAX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -3.04 vs. JVTAX (-5.39). WCMLX return over 5 years is better than : -0.83 vs. JVTAX (-13.26).
| JVTAX | WCMLX | JVTAX / WCMLX | |
| Total Expense Ratio | 1.01 | 0.99 | 102% |
| Annual Report Gross Expense Ratio | 1.01 | 1.79 | 56% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 3.650 | 1.788 | 204% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 41.3M | 7,809% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.39 | -3.04 | 177% |
| Returns for 3 years | 11.87 | 21.43 | 55% |
| Returns for 5 years | -13.26 | -0.83 | 1,591% |
| Returns for 10 years | 23.95 | N/A | - |
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