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JVTAX vs WCMNX
JVTAX vs WCMNX Comparison
Open Charts JVTAX vs WCMNX
Janus Henderson Venture A
Price$79.56
Change+$0.70 (+0.89%)
VolumeN/A
Net Assets3.08B
WCM Small Cap Growth Investor
Price$12.59
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets42.97M
JVTAX vs WCMNX Comparison Chart in %
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JVTAX vs. WCMNX commentary
Jul 15, 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.08B vs. WCMNX (43M). JVTAX (0.00) and WCMNX (0.00) have matching dividends . JVTAX was incepted earlier than WCMNX: JVTAX (14 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than JVTAX (1.01). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JVTAX (18.00). WCMNX has a lower initial minimum investment than JVTAX: WCMNX (1000) vs JVTAX (2500). WCMNX annual gain was more profitable for investors over the last year : -1.18 vs. JVTAX (-3.28). WCMNX return over 5 years is better than : 17.93 vs. JVTAX (0.51).
| JVTAX | WCMNX | JVTAX / WCMNX | |
| Total Expense Ratio | 1.01 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.01 | 2.04 | 50% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 1.183 | -1.024 | -115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 43M | 7,153% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.28 | -1.18 | 278% |
| Returns for 3 years | 15.27 | 21.94 | 70% |
| Returns for 5 years | 0.51 | 17.93 | 3% |
| Returns for 10 years | 14.08 | N/A | - |
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