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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 09, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.62B vs. WCMNX (54.7M). 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). WCMNX annual gain was more profitable for investors over the last year : 23.54 vs. JVTAX (18.76). WCMNX return over 5 years is better than : -0.51 vs. JVTAX (-11.54).
| 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 | 15.808 | 14.244 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 54.7M | 6,620% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.76 | 23.54 | 80% |
| Returns for 3 years | 26.40 | 32.65 | 81% |
| Returns for 5 years | -11.54 | -0.51 | 2,244% |
| Returns for 10 years | 49.27 | N/A | - |
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