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JVTAX vs WCMNX
JVTAX vs WCMNX Comparison
Open Charts JVTAX vs WCMNX
JVTAX vs WCMNX Comparison Chart in %
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JVTAX vs. WCMNX commentary
Jul 31, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.62B vs. WCMNX (50.8M). JVTAX (0.00) and WCMNX (0.00) have matching dividends . JVTAX was incepted earlier than WCMNX: JVTAX (15 years) vs WCMNX (7 years). WCMNX (2.04) is less costly to investors than JVTAX (1.04). WCMNX is a more actively managed with annual turnover of: 89.00 vs. JVTAX (24.00). 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 : 14.67 vs. WCMNX (11.59). WCMNX return over 5 years is better than : -5.77 vs. JVTAX (-13.66).
| JVTAX | WCMNX | JVTAX / WCMNX | |
| Total Expense Ratio | 1.04 | 1.24 | 84% |
| Annual Report Gross Expense Ratio | 1.04 | 2.04 | 51% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 13.815 | 7.306 | 189% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 50.8M | 7,128% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.67 | 11.59 | 127% |
| Returns for 3 years | 17.84 | 18.02 | 99% |
| Returns for 5 years | -13.66 | -5.77 | 237% |
| Returns for 10 years | 41.47 | N/A | - |
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