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JVTSX vs WCMLX
JVTSX vs WCMLX Comparison
Open Charts JVTSX vs WCMLX
Janus Henderson Venture S
Price$77.26
Change+$0.38 (+0.49%)
VolumeN/A
Net Assets3.08B
WCM Small Cap Growth Institutional
Price$12.87
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets43.1M
JVTSX vs WCMLX Comparison Chart in %
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JVTSX vs. WCMLX commentary
Jul 23, 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 JVTSX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVTSX has more cash in the bank: 3.08B vs. WCMLX (43.1M). JVTSX (0.00) and WCMLX (0.00) have matching dividends . JVTSX was incepted earlier than WCMLX: JVTSX (14 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JVTSX (1.17). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JVTSX (18.00). JVTSX has a lower initial minimum investment than WCMLX: JVTSX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -1.16 vs. JVTSX (-3.72). WCMLX return over 5 years is better than : 19.44 vs. JVTSX (-2.67).
| JVTSX | WCMLX | JVTSX / WCMLX | |
| Total Expense Ratio | 1.17 | 0.99 | 118% |
| Annual Report Gross Expense Ratio | 1.17 | 1.79 | 65% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 0.523 | -0.622 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 43.1M | 7,137% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.72 | -1.16 | 321% |
| Returns for 3 years | 8.53 | 17.68 | 48% |
| Returns for 5 years | -2.67 | 19.44 | -14% |
| Returns for 10 years | 13.14 | N/A | - |
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