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JVTAX vs WCMLX
JVTAX vs WCMLX Comparison
Open Charts JVTAX vs WCMLX
Janus Henderson Venture A
Price$78.78
Change-$1.97 (-2.44%)
VolumeN/A
Net Assets3.27B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
JVTAX vs WCMLX Comparison Chart
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JVTAX vs. WCMLX commentary
Feb 23, 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: 3.27B vs. WCMLX (40.2M). JVTAX (0.00) and WCMLX (0.00) have matching dividends . JVTAX was incepted earlier than WCMLX: JVTAX (14 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JVTAX (23.00). JVTAX has a lower initial minimum investment than WCMLX: JVTAX (2500) vs WCMLX (100000). JVTAX annual gain was more profitable for investors over the last year : 3.21 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. JVTAX (-2.38).
| JVTAX | WCMLX | JVTAX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 0.191 | -1.477 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 40.2M | 8,129% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.21 | -1.40 | -229% |
| Returns for 3 years | -2.98 | 7.19 | -41% |
| Returns for 5 years | -2.38 | 15.29 | -16% |
| Returns for 10 years | 18.22 | N/A | - |
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