Interact to see
Advertisement
Advertisement
JVTSX vs WCMLX
JVTSX vs WCMLX Comparison
Open Charts JVTSX vs WCMLX
JVTSX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVTSX vs. WCMLX commentary
Sep 12, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JVTSX has more cash in the bank: 3.46B vs. WCMLX (47.2M). JVTSX (0.00) and WCMLX (0.00) have matching dividends . JVTSX was incepted earlier than WCMLX: JVTSX (15 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than JVTSX (1.18). WCMLX is a more actively managed with annual turnover of: 89.00 vs. JVTSX (24.00). 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 : 6.41 vs. WCMLX (2.81). WCMLX return over 5 years is better than : -7.51 vs. JVTSX (-18.89).
| JVTSX | WCMLX | JVTSX / WCMLX | |
| Total Expense Ratio | 1.18 | 0.99 | 119% |
| Annual Report Gross Expense Ratio | 1.18 | 1.79 | 66% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 10.176 | 3.852 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 47.2M | 7,326% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.41 | 2.81 | 229% |
| Returns for 3 years | 21.95 | 23.40 | 94% |
| Returns for 5 years | -18.89 | -7.51 | 252% |
| Returns for 10 years | 34.81 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement