Ad is loading...
JVTAX vs WCMNX
JVTAX vs WCMNX Comparison
Open Charts JVTAX vs WCMNX
Janus Henderson Venture A
Price$80.20
Change+$0.39 (+0.49%)
VolumeN/A
Net Assets3.17B
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
JVTAX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVTAX vs. WCMNX commentary
Jan 19, 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: 3.17B 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). WCMNX annual gain was more profitable for investors over the last year : 11.60 vs. JVTAX (10.99). WCMNX return over 5 years is better than : 21.39 vs. JVTAX (-2.39).
| 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 | 1.997 | 4.649 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 41.8M | 7,589% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.99 | 11.60 | 95% |
| Returns for 3 years | -4.65 | 6.92 | -67% |
| Returns for 5 years | -2.39 | 21.39 | -11% |
| Returns for 10 years | 29.46 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers