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JVTSX vs WCMLX
JVTSX vs WCMLX Comparison
Open Charts JVTSX vs WCMLX
Janus Henderson Venture S
Price$71.58
Change-$0.50 (-0.69%)
VolumeN/A
Net Assets2.88B
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
JVTSX vs WCMLX Comparison Chart
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JVTSX vs. WCMLX commentary
May 13, 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: 2.88B vs. WCMLX (42M). JVTSX (0.00) and WCMLX (0.00) have matching dividends . JVTSX was incepted earlier than WCMLX: JVTSX (14 years) vs WCMLX (6 years). WCMLX (1.86) 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). JVTSX annual gain was more profitable for investors over the last year : -6.16 vs. WCMLX (-6.97). WCMLX return over 5 years is better than : 22.04 vs. JVTSX (2.80).
| JVTSX | WCMLX | JVTSX / WCMLX | |
| Total Expense Ratio | 1.17 | 0.99 | 118% |
| Annual Report Gross Expense Ratio | 1.17 | 1.86 | 63% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -6.407 | -8.709 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 42M | 6,862% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.16 | -6.97 | 88% |
| Returns for 3 years | 6.87 | 14.99 | 46% |
| Returns for 5 years | 2.80 | 22.04 | 13% |
| Returns for 10 years | 7.32 | N/A | - |
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