Interact to see
Advertisement
Advertisement
JVTAX vs WCMNX
JVTAX vs WCMNX Comparison
Open Charts JVTAX vs WCMNX
JVTAX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVTAX vs. WCMNX commentary
Sep 10, 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 Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.46B vs. WCMNX (50M). 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 : 9.26 vs. WCMNX (7.88). WCMNX return over 5 years is better than : -5.66 vs. JVTAX (-16.47).
| 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 | 11.785 | 7.085 | 166% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 50M | 6,916% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.26 | 7.88 | 117% |
| Returns for 3 years | 24.60 | 26.61 | 92% |
| Returns for 5 years | -16.47 | -5.66 | 291% |
| Returns for 10 years | 39.72 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement