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JVTAX vs WCMNX
JVTAX vs WCMNX Comparison
Open Charts JVTAX vs WCMNX
Janus Henderson Venture A
Price$84.99
Change-$1.67 (-1.93%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.16
Change-$0.35 (-2.59%)
VolumeN/A
CapitalizationN/A
JVTAX vs WCMNX Comparison Chart
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JVTAX vs. WCMNX commentary
Nov 18, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.17B vs. WCMNX (40.7M). 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 : 23.30 vs. WCMNX (20.73). WCMNX return over 5 years is better than : 28.64 vs. JVTAX (5.74).
| 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 | 14.836 | 7.869 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 40.7M | 7,789% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 23.30 | 20.73 | 112% |
| Returns for 3 years | -25.13 | -18.16 | 138% |
| Returns for 5 years | 5.74 | 28.64 | 20% |
| Returns for 10 years | 23.44 | N/A | - |
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