JVTAX
Price
$81.50
Change
+$0.16 (+0.20%)
Updated
Nov 19 closing price
Net Assets
3.22B
WCMNX
Price
$12.96
Change
+$0.07 (+0.54%)
Updated
Nov 19 closing price
Net Assets
41.26M
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JVTAX vs WCMNX

Header iconJVTAX vs WCMNX Comparison
Open Charts JVTAX vs WCMNXBanner chart's image
Janus Henderson Venture A
Price$81.50
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets3.22B
WCM Small Cap Growth Investor
Price$12.96
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets41.26M
JVTAX vs WCMNX Comparison Chart in %
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JVTAX vs. WCMNX commentary
Nov 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.23B vs. WCMNX (41.3M). JVTAX (0.00) and WCMNX (0.00) have matching dividends . JVTAX was incepted earlier than WCMNX: JVTAX (15 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 : -3.30 vs. JVTAX (-5.39). WCMNX return over 5 years is better than : -2.13 vs. JVTAX (-13.26).
JVTAXWCMNXJVTAX / WCMNX
Total Expense Ratio1.011.2481%
Annual Report Gross Expense Ratio1.012.0450%
Fund Existence15 years6 years-
Gain YTD3.6501.576232%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets3.23B41.3M7,809%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.39-3.30163%
Returns for 3 years11.8720.4758%
Returns for 5 years-13.26-2.13624%
Returns for 10 years23.95N/A-
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