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JVTAX vs WCMLX
JVTAX vs WCMLX Comparison
Open Charts JVTAX vs WCMLX
Janus Henderson Venture A
Price$78.86
Change-$1.12 (-1.40%)
VolumeN/A
Net Assets3.08B
WCM Small Cap Growth Institutional
Price$12.74
Change-$0.15 (-1.16%)
VolumeN/A
Net Assets42.97M
JVTAX vs WCMLX Comparison Chart in %
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JVTAX vs. WCMLX commentary
Jul 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.08B vs. WCMLX (43M). 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 : 0.08 vs. JVTAX (-3.35). WCMLX return over 5 years is better than : 22.85 vs. JVTAX (2.07).
| 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 | 0.293 | -0.933 | -31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 43M | 7,153% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.35 | 0.08 | -4,259% |
| Returns for 3 years | 15.29 | 24.17 | 63% |
| Returns for 5 years | 2.07 | 22.85 | 9% |
| Returns for 10 years | 12.98 | N/A | - |
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