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JVTSX vs WCMNX
JVTSX vs WCMNX Comparison
Open Charts JVTSX vs WCMNX
Janus Henderson Venture S
Price$66.43
Change+$1.48 (+2.28%)
VolumeN/A
Net Assets2.89B
WCM Small Cap Growth Investor
Price$10.63
Change+$0.15 (+1.43%)
VolumeN/A
Net Assets38.46M
JVTSX vs WCMNX Comparison Chart
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JVTSX vs. WCMNX commentary
Apr 12, 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: 2.89B vs. WCMNX (38.5M). JVTSX (0.00) and WCMNX (0.00) have matching dividends . JVTSX was incepted earlier than WCMNX: JVTSX (14 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than JVTSX (1.17). WCMNX is a more actively managed with annual turnover of: 48.00 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 : -13.49 vs. WCMNX (-17.15). WCMNX return over 5 years is better than : 23.00 vs. JVTSX (4.12).
| JVTSX | WCMNX | JVTSX / WCMNX | |
| Total Expense Ratio | 1.17 | 1.24 | 94% |
| Annual Report Gross Expense Ratio | 1.17 | 2.11 | 55% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -15.076 | -17.415 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 38.5M | 7,514% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.49 | -17.15 | 79% |
| Returns for 3 years | -15.77 | -10.12 | 156% |
| Returns for 5 years | 4.12 | 23.00 | 18% |
| Returns for 10 years | -4.46 | N/A | - |
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