Ad is loading...
JVTAX vs WCMLX
JVTAX vs WCMLX Comparison
Open Charts JVTAX vs WCMLX
Janus Henderson Venture A
Price$65.62
Change-$3.29 (-4.77%)
VolumeN/A
Net Assets3.09B
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets36.73M
JVTAX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVTAX vs. WCMLX commentary
Apr 07, 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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.09B vs. WCMLX (36.7M). JVTAX (0.00) and WCMLX (0.00) have matching dividends . JVTAX was incepted earlier than WCMLX: JVTAX (14 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than JVTAX (1.01). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JVTAX (18.00). 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 : -14.64 vs. WCMLX (-19.39). WCMLX return over 5 years is better than : 43.99 vs. JVTAX (18.53).
| JVTAX | WCMLX | JVTAX / WCMLX | |
| Total Expense Ratio | 1.01 | 0.99 | 102% |
| Annual Report Gross Expense Ratio | 1.01 | 1.86 | 54% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -16.546 | -19.829 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 36.7M | 8,422% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.64 | -19.39 | 75% |
| Returns for 3 years | -18.91 | -15.56 | 122% |
| Returns for 5 years | 18.53 | 43.99 | 42% |
| Returns for 10 years | -2.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...