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JVTAX vs WCMNX
JVTAX vs WCMNX Comparison
Open Charts JVTAX vs WCMNX
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
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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.
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).
| JVTAX | WCMNX | JVTAX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 0.191 | 1.655 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 40.2M | 8,129% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.21 | 1.49 | 215% |
| Returns for 3 years | -2.98 | 9.79 | -30% |
| Returns for 5 years | -2.38 | 17.49 | -14% |
| Returns for 10 years | 18.22 | N/A | - |
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