Ad is loading...
JVTAX vs WCMNX
JVTAX vs WCMNX Comparison
Open Charts JVTAX vs WCMNX
Janus Henderson Venture A
Price$78.67
Change-$2.99 (-3.66%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
JVTAX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVTAX vs. WCMNX commentary
Dec 19, 2024
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: 3.45B vs. WCMNX (41.8M). 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 : 13.13 vs. WCMNX (4.86). WCMNX return over 5 years is better than : 21.61 vs. JVTAX (2.63).
| 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 | 10.336 | 4.262 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 41.8M | 8,258% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.13 | 4.86 | 270% |
| Returns for 3 years | -20.86 | -4.22 | 495% |
| Returns for 5 years | 2.63 | 21.61 | 12% |
| Returns for 10 years | 27.12 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ECDIX | 17.21 | N/A | N/A |
| Eaton Vance Global Equity Income C | |||
| TRDFX | 13.91 | N/A | N/A |
| Steward Values Enhanced SmMidCapA | |||
| HASGX | 15.01 | -0.05 | -0.33% |
| Harbor Small Cap Growth Instl | |||
| PSPJX | 29.45 | -0.11 | -0.37% |
| Principal Large Cap S&P 500 Index J | |||
| ICFAX | 9.69 | -0.04 | -0.41% |
| ICON Consumer Select Investor | |||