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JVTNX vs WCMLX
JVTNX vs WCMLX Comparison
Open Charts JVTNX vs WCMLX
Janus Henderson Venture N
Price$79.22
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
JVTNX vs WCMLX Comparison Chart
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JVTNX 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 JVTNX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JVTNX has more cash in the bank: 3.09B vs. WCMLX (40.8M). JVTNX (0.00) and WCMLX (0.00) have matching dividends . JVTNX was incepted earlier than WCMLX: JVTNX (13 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than JVTNX (0.67). WCMLX is a more actively managed with annual turnover of: 48.00 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 : -5.16 vs. WCMLX (-12.77). WCMLX return over 5 years is better than : 50.93 vs. JVTNX (31.46).
| JVTNX | WCMLX | JVTNX / WCMLX | |
| Total Expense Ratio | 0.67 | 0.99 | 68% |
| Annual Report Gross Expense Ratio | 0.67 | 1.86 | 36% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | -7.572 | -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 | -5.16 | -12.77 | 40% |
| Returns for 3 years | -2.70 | -0.26 | 1,030% |
| Returns for 5 years | 31.46 | 50.93 | 62% |
| Returns for 10 years | 17.31 | N/A | - |
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