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JVTAX vs WCMLX
JVTAX vs WCMLX Comparison
Open Charts JVTAX vs WCMLX
Janus Henderson Venture A
Price$78.67
Change-$2.99 (-3.66%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
JVTAX vs WCMLX Comparison Chart
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JVTAX vs. WCMLX commentary
Dec 19, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.45B vs. WCMLX (41.8M). 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 : 13.13 vs. WCMLX (5.06). WCMLX return over 5 years is better than : 23.14 vs. JVTAX (2.63).
| 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 | 10.336 | 4.461 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 41.8M | 8,258% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.13 | 5.06 | 260% |
| Returns for 3 years | -20.86 | -3.52 | 592% |
| Returns for 5 years | 2.63 | 23.14 | 11% |
| Returns for 10 years | 27.12 | N/A | - |
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