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JVTSX vs WCMLX
JVTSX vs WCMLX Comparison
Open Charts JVTSX vs WCMLX
Janus Henderson Venture S
Price$74.61
Change-$0.82 (-1.09%)
VolumeN/A
Net Assets2.97B
WCM Small Cap Growth Institutional
Price$12.24
Change-$0.16 (-1.29%)
VolumeN/A
Net Assets42.06M
JVTSX vs WCMLX Comparison Chart in %
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JVTSX vs. WCMLX commentary
Jun 26, 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: 2.97B vs. WCMLX (42.1M). 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 : 0.57 vs. JVTSX (-1.13). WCMLX return over 5 years is better than : 23.88 vs. JVTSX (2.10).
| 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 | -1.373 | -3.577 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 42.1M | 7,050% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.13 | 0.57 | -199% |
| Returns for 3 years | 10.00 | 17.87 | 56% |
| Returns for 5 years | 2.10 | 23.88 | 9% |
| Returns for 10 years | 8.19 | N/A | - |
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