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JVTSX vs WCMLX
JVTSX vs WCMLX Comparison
Open Charts JVTSX vs WCMLX
Janus Henderson Venture S
Price$76.62
Change-$1.91 (-2.43%)
VolumeN/A
Net Assets3.27B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets41.51M
JVTSX vs WCMLX Comparison Chart
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JVTSX vs. WCMLX commentary
Feb 22, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVTSX has more cash in the bank: 3.27B vs. WCMLX (41.5M). JVTSX (0.00) and WCMLX (0.00) have matching dividends . JVTSX was incepted earlier than WCMLX: JVTSX (14 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. JVTSX (23.00). JVTSX has a lower initial minimum investment than WCMLX: JVTSX (2500) vs WCMLX (100000). JVTSX annual gain was more profitable for investors over the last year : 6.83 vs. WCMLX (4.34). WCMLX return over 5 years is better than : 20.29 vs. JVTSX (-1.44).
| JVTSX | WCMLX | JVTSX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 2.680 | 2.799 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 41.5M | 7,875% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.83 | 4.34 | 157% |
| Returns for 3 years | -2.68 | 10.35 | -26% |
| Returns for 5 years | -1.44 | 20.29 | -7% |
| Returns for 10 years | 18.36 | N/A | - |
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