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JVTAX vs WCMLX
JVTAX vs WCMLX Comparison
Open Charts JVTAX vs WCMLX
Janus Henderson Venture A
Price$82.38
Change-$0.28 (-0.34%)
VolumeN/A
Net Assets3.27B
WCM Small Cap Growth Institutional
Price$14.06
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.58M
JVTAX vs WCMLX Comparison Chart in %
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JVTAX vs. WCMLX commentary
Dec 28, 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 JVTAX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.27B vs. WCMLX (44.6M). JVTAX (0.00) and WCMLX (0.00) have matching dividends . JVTAX was incepted earlier than WCMLX: JVTAX (15 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than JVTAX (1.01). WCMLX is a more actively managed with annual turnover of: 83.00 vs. JVTAX (24.00). JVTAX has a lower initial minimum investment than WCMLX: JVTAX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 7.33 vs. JVTAX (2.45). WCMLX return over 5 years is better than : -4.16 vs. JVTAX (-19.18).
| JVTAX | WCMLX | JVTAX / WCMLX | |
| Total Expense Ratio | 1.01 | 0.99 | 102% |
| Annual Report Gross Expense Ratio | 1.01 | 1.79 | 56% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 4.769 | 9.331 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 44.6M | 7,332% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.45 | 7.33 | 33% |
| Returns for 3 years | 23.19 | 33.90 | 68% |
| Returns for 5 years | -19.18 | -4.16 | 461% |
| Returns for 10 years | 32.59 | N/A | - |
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