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JVTAX vs WCMLX
JVTAX vs WCMLX Comparison
Open Charts JVTAX vs WCMLX
Janus Henderson Venture A
Price$84.99
Change-$1.67 (-1.93%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
JVTAX vs WCMLX Comparison Chart
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JVTAX vs. WCMLX commentary
Nov 18, 2024
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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.17B vs. WCMLX (40.7M). 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 : 23.30 vs. WCMLX (20.96). WCMLX return over 5 years is better than : 30.30 vs. JVTAX (5.74).
| 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 | 14.836 | 8.110 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 40.7M | 7,789% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 23.30 | 20.96 | 111% |
| Returns for 3 years | -25.13 | -17.51 | 143% |
| Returns for 5 years | 5.74 | 30.30 | 19% |
| Returns for 10 years | 23.44 | N/A | - |
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