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JVTAX vs WCMLX
JVTAX vs WCMLX Comparison
Open Charts JVTAX vs WCMLX
Janus Henderson Venture A
Price$75.73
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets2.97B
WCM Small Cap Growth Institutional
Price$12.12
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets40.94M
JVTAX vs WCMLX Comparison Chart in %
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JVTAX vs. WCMLX commentary
Jun 19, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 2.97B vs. WCMLX (40.9M). JVTAX (0.00) and WCMLX (0.00) have matching dividends . JVTAX was incepted earlier than WCMLX: JVTAX (14 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 : -2.35 vs. JVTAX (-3.44). WCMLX return over 5 years is better than : 17.32 vs. JVTAX (-1.26).
| JVTAX | WCMLX | JVTAX / WCMLX | |
| Total Expense Ratio | 1.01 | 0.99 | 102% |
| Annual Report Gross Expense Ratio | 1.01 | 1.79 | 56% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -3.688 | -6.221 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 40.9M | 7,257% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.44 | -2.35 | 147% |
| Returns for 3 years | 14.93 | 26.95 | 55% |
| Returns for 5 years | -1.26 | 17.32 | -7% |
| Returns for 10 years | 7.60 | N/A | - |
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