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JVTAX vs WCMLX
JVTAX vs WCMLX Comparison
Open Charts JVTAX vs WCMLX
Janus Henderson Venture A
Price$74.14
Change+$1.29 (+1.77%)
VolumeN/A
Net Assets2.88B
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
JVTAX vs WCMLX Comparison Chart
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JVTAX vs. WCMLX commentary
May 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 2.88B vs. WCMLX (42.1M). JVTAX (0.00) and WCMLX (0.00) have matching dividends . JVTAX was incepted earlier than WCMLX: JVTAX (14 years) vs WCMLX (6 years). WCMLX (1.86) 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). JVTAX annual gain was more profitable for investors over the last year : -4.32 vs. WCMLX (-6.86). WCMLX return over 5 years is better than : 21.31 vs. JVTAX (5.10).
| 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 | 6 years | - |
| Gain YTD | -5.710 | -9.253 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 42.1M | 6,846% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.32 | -6.86 | 63% |
| Returns for 3 years | 8.38 | 15.89 | 53% |
| Returns for 5 years | 5.10 | 21.31 | 24% |
| Returns for 10 years | 10.61 | N/A | - |
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