Ad is loading...
JVTNX vs WCMLX
JVTNX vs WCMLX Comparison
Open Charts JVTNX vs WCMLX
Janus Henderson Venture N
Price$82.71
Change+$2.34 (+2.91%)
VolumeN/A
Net Assets2.88B
WCM Small Cap Growth Institutional
Price$12.24
Change+$0.50 (+4.26%)
VolumeN/A
Net Assets41.98M
JVTNX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVTNX vs. WCMLX commentary
May 14, 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 JVTNX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVTNX has more cash in the bank: 2.88B vs. WCMLX (42M). JVTNX (0.00) and WCMLX (0.00) have matching dividends . JVTNX was incepted earlier than WCMLX: JVTNX (13 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JVTNX (0.67). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JVTNX (18.00). WCMLX has a lower initial minimum investment than JVTNX: WCMLX (100000) vs JVTNX (1000000). JVTNX annual gain was more profitable for investors over the last year : -5.07 vs. WCMLX (-6.53). WCMLX return over 5 years is better than : 29.01 vs. JVTNX (14.31).
| JVTNX | WCMLX | JVTNX / WCMLX | |
| Total Expense Ratio | 0.67 | 0.99 | 68% |
| Annual Report Gross Expense Ratio | 0.67 | 1.79 | 37% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -6.230 | -8.709 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 42M | 6,862% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.07 | -6.53 | 78% |
| Returns for 3 years | 7.86 | 10.75 | 73% |
| Returns for 5 years | 14.31 | 29.01 | 49% |
| Returns for 10 years | 16.18 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...