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JVTSX vs WCMLX
JVTSX vs WCMLX Comparison
Open Charts JVTSX vs WCMLX
Janus Henderson Venture S
Price$76.52
Change-$2.91 (-3.66%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
JVTSX vs WCMLX Comparison Chart
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JVTSX vs. WCMLX commentary
Dec 19, 2024
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: 3.45B vs. WCMLX (41.8M). 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 : 12.75 vs. WCMLX (11.03). WCMLX return over 5 years is better than : 28.75 vs. JVTSX (1.08).
| 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 | 9.968 | 8.597 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 41.8M | 8,258% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.75 | 11.03 | 116% |
| Returns for 3 years | -21.74 | 0.30 | -7,254% |
| Returns for 5 years | 1.08 | 28.75 | 4% |
| Returns for 10 years | 24.07 | N/A | - |
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