JVTAX
Price
$78.78
Change
-$1.97 (-2.44%)
Updated
Feb 21 closing price
Net Assets
3.27B
WCMNX
Price
$12.50
Change
-$0.40 (-3.10%)
Updated
Feb 21 closing price
Net Assets
40.21M
Ad is loading...

JVTAX vs WCMNX

Header iconJVTAX vs WCMNX Comparison
Open Charts JVTAX vs WCMNXBanner chart's image
Janus Henderson Venture A
Price$78.78
Change-$1.97 (-2.44%)
VolumeN/A
Net Assets3.27B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
JVTAX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
JVTAX vs. WCMNX commentary
Feb 23, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.27B vs. WCMNX (40.2M). JVTAX (0.00) and WCMNX (0.00) have matching dividends . JVTAX was incepted earlier than WCMNX: JVTAX (14 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. JVTAX (23.00). 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 : 3.21 vs. WCMNX (1.49). WCMNX return over 5 years is better than : 17.49 vs. JVTAX (-2.38).
JVTAXWCMNXJVTAX / WCMNX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years5 years-
Gain YTD0.1911.65512%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets3.27B40.2M8,129%
Annual Yield % from dividends0.000.00-
Returns for 1 year3.211.49215%
Returns for 3 years-2.989.79-30%
Returns for 5 years-2.3817.49-14%
Returns for 10 years18.22N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LIGGX11.65-0.05
-0.43%
Loomis Sayles International Growth A
FEICX34.10-0.21
-0.61%
Fidelity Advisor Equity Income C
ARYCX25.78-0.24
-0.92%
American Century Real Estate C
GINNX59.64-0.73
-1.21%
Guinness Atkinson™ Global Inntrs Instl
FTGFX27.29-0.45
-1.62%
Templeton Growth R6