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JVTSX vs WCMNX
JVTSX vs WCMNX Comparison
Open Charts JVTSX vs WCMNX
Janus Henderson Venture S
Price$71.58
Change-$0.50 (-0.69%)
VolumeN/A
Net Assets2.88B
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
JVTSX vs WCMNX Comparison Chart
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JVTSX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVTSX has more cash in the bank: 2.88B vs. WCMNX (42M). JVTSX (0.00) and WCMNX (0.00) have matching dividends . JVTSX was incepted earlier than WCMNX: JVTSX (14 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than JVTSX (1.17). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JVTSX (18.00). WCMNX has a lower initial minimum investment than JVTSX: WCMNX (1000) vs JVTSX (2500). JVTSX annual gain was more profitable for investors over the last year : -6.16 vs. WCMNX (-7.21). WCMNX return over 5 years is better than : 20.50 vs. JVTSX (2.80).
| JVTSX | WCMNX | JVTSX / WCMNX | |
| Total Expense Ratio | 1.17 | 1.24 | 94% |
| Annual Report Gross Expense Ratio | 1.17 | 2.04 | 57% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -6.407 | -8.747 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -7.21 | 85% |
| Returns for 3 years | 6.87 | 14.20 | 48% |
| Returns for 5 years | 2.80 | 20.50 | 14% |
| Returns for 10 years | 7.32 | N/A | - |
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