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JVTAX vs WCMNX
JVTAX vs WCMNX Comparison
Open Charts JVTAX vs WCMNX
Janus Henderson Venture A
Price$71.14
Change+$1.36 (+1.95%)
VolumeN/A
Net Assets2.89B
WCM Small Cap Growth Investor
Price$11.12
Change+$0.26 (+2.39%)
VolumeN/A
Net Assets39.35M
JVTAX vs WCMNX Comparison Chart
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JVTAX vs. WCMNX commentary
Apr 25, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 2.89B vs. WCMNX (39.3M). JVTAX (0.00) and WCMNX (0.00) have matching dividends . JVTAX was incepted earlier than WCMNX: JVTAX (14 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than JVTAX (1.01). WCMNX is a more actively managed with annual turnover of: 48.00 vs. JVTAX (18.00). WCMNX has a lower initial minimum investment than JVTAX: WCMNX (1000) vs JVTAX (2500). JVTAX annual gain was more profitable for investors over the last year : -7.36 vs. WCMNX (-11.06). WCMNX return over 5 years is better than : 23.83 vs. JVTAX (7.70).
| JVTAX | WCMNX | JVTAX / WCMNX | |
| Total Expense Ratio | 1.01 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.01 | 2.11 | 48% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -11.255 | -14.421 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 39.3M | 7,361% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.36 | -11.06 | 67% |
| Returns for 3 years | -9.58 | -6.06 | 158% |
| Returns for 5 years | 7.70 | 23.83 | 32% |
| Returns for 10 years | 3.45 | N/A | - |
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