Ad is loading...
JVTAX vs WCMNX
JVTAX vs WCMNX Comparison
Open Charts JVTAX vs WCMNX
Janus Henderson Venture A
Price$68.91
Change-$4.09 (-5.60%)
VolumeN/A
Net Assets3.09B
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
JVTAX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVTAX vs. WCMNX commentary
Apr 04, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.09B vs. WCMNX (41.6M). JVTAX (0.00) and WCMNX (0.00) have matching dividends . JVTAX was incepted earlier than WCMNX: JVTAX (14 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than JVTAX (1.01). WCMNX is a more actively managed with annual turnover of: 48.00 vs. JVTAX (18.00). 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 : -6.13 vs. WCMNX (-10.22). WCMNX return over 5 years is better than : 60.98 vs. JVTAX (31.86).
| JVTAX | WCMNX | JVTAX / WCMNX | |
| Total Expense Ratio | 1.01 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.01 | 2.11 | 48% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -7.160 | -9.299 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 41.6M | 7,430% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.13 | -10.22 | 60% |
| Returns for 3 years | -11.31 | -7.10 | 159% |
| Returns for 5 years | 31.86 | 60.98 | 52% |
| Returns for 10 years | 7.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...