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JVTAX vs WCMLX
JVTAX vs WCMLX Comparison
Open Charts JVTAX vs WCMLX
Janus Henderson Venture A
Price$82.34
Change-$0.55 (-0.66%)
VolumeN/A
Net Assets3.13B
WCM Small Cap Growth Institutional
Price$13.52
Change-$0.17 (-1.24%)
VolumeN/A
Net Assets44.77M
JVTAX vs WCMLX Comparison Chart in %
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JVTAX vs. WCMLX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.13B vs. WCMLX (44.8M). 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 : 4.66 vs. JVTAX (-0.64). WCMLX return over 5 years is better than : 17.81 vs. JVTAX (-1.96).
| 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 | 5.418 | 6.454 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 44.8M | 6,989% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.64 | 4.66 | -14% |
| Returns for 3 years | 13.63 | 25.02 | 54% |
| Returns for 5 years | -1.96 | 17.81 | -11% |
| Returns for 10 years | 33.18 | N/A | - |