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JVTIX vs WCMLX
JVTIX vs WCMLX Comparison
Open Charts JVTIX vs WCMLX
Janus Henderson Venture I
Price$77.91
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets3.09B
WCM Small Cap Growth Institutional
Price$11.43
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets40.78M
JVTIX vs WCMLX Comparison Chart
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JVTIX vs. WCMLX commentary
Mar 12, 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 JVTIX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JVTIX has more cash in the bank: 3.09B vs. WCMLX (40.8M). JVTIX (0.00) and WCMLX (0.00) have matching dividends . JVTIX was incepted earlier than WCMLX: JVTIX (14 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than JVTIX (0.76). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JVTIX (18.00). WCMLX has a lower initial minimum investment than JVTIX: WCMLX (100000) vs JVTIX (1000000). JVTIX annual gain was more profitable for investors over the last year : -5.30 vs. WCMLX (-12.77). WCMLX return over 5 years is better than : 50.93 vs. JVTIX (30.42).
| JVTIX | WCMLX | JVTIX / WCMLX | |
| Total Expense Ratio | 0.76 | 0.99 | 77% |
| Annual Report Gross Expense Ratio | 0.76 | 1.86 | 41% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -7.544 | -11.275 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 40.8M | 7,576% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.30 | -12.77 | 41% |
| Returns for 3 years | -3.14 | -0.26 | 1,199% |
| Returns for 5 years | 30.42 | 50.93 | 60% |
| Returns for 10 years | 15.70 | N/A | - |
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