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JVTIX vs WCMLX
JVTIX vs WCMLX Comparison
Open Charts JVTIX vs WCMLX
JVTIX vs WCMLX Comparison Chart in %
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published Highlights
Market Cap
The average market capitalization across the group is 1.75B. The market cap for tickers in the group ranges from 49.67M to 3.46B. JVTIX holds the highest valuation in this group at 3.46B. The lowest valued company is WCMLX at 49.67M.
High and low price notable news
The average weekly price growth across all stocks in the group was -3%. For the same group, the average monthly price growth was -2%, and the average quarterly price growth was 11%. JVTIX experienced the highest price growth at -3%, while WCMLX experienced the biggest fall at -4%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
JVTIX vs. WCMLX commentary
Sep 04, 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 JVTIX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JVTIX has more cash in the bank: 3.46B vs. WCMLX (49.8M). JVTIX (0.00) and WCMLX (0.00) have matching dividends . JVTIX was incepted earlier than WCMLX: JVTIX (15 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than JVTIX (0.77). WCMLX is a more actively managed with annual turnover of: 89.00 vs. JVTIX (24.00). 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 : 12.55 vs. WCMLX (9.32). WCMLX return over 5 years is better than : -7.51 vs. JVTIX (-13.96).
| JVTIX | WCMLX | JVTIX / WCMLX | |
| Total Expense Ratio | 0.77 | 0.99 | 78% |
| Annual Report Gross Expense Ratio | 0.77 | 1.79 | 43% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 13.625 | 6.541 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 49.8M | 6,944% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.55 | 9.32 | 135% |
| Returns for 3 years | 24.21 | 22.37 | 108% |
| Returns for 5 years | -13.96 | -7.51 | 186% |
| Returns for 10 years | 45.52 | N/A | - |
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