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JVTSX vs WCMNX
JVTSX vs WCMNX Comparison
Open Charts JVTSX vs WCMNX
Janus Henderson Venture S
Price$76.62
Change-$1.91 (-2.43%)
VolumeN/A
Net Assets3.27B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets41.51M
JVTSX vs WCMNX Comparison Chart
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JVTSX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVTSX has more cash in the bank: 3.27B vs. WCMNX (41.5M). JVTSX (0.00) and WCMNX (0.00) have matching dividends . JVTSX was incepted earlier than WCMNX: JVTSX (14 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. JVTSX (23.00). 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 : 6.83 vs. WCMNX (4.07). WCMNX return over 5 years is better than : 18.76 vs. JVTSX (-1.44).
| JVTSX | WCMNX | JVTSX / WCMNX | |
| 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 | 2.758 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | 4.07 | 168% |
| Returns for 3 years | -2.68 | 9.49 | -28% |
| Returns for 5 years | -1.44 | 18.76 | -8% |
| Returns for 10 years | 18.36 | N/A | - |
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