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JVTAX vs WCMLX
JVTAX vs WCMLX Comparison
Open Charts JVTAX vs WCMLX
Janus Henderson Venture A
Price$82.11
Change-$1.29 (-1.55%)
VolumeN/A
Net Assets3.23B
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
JVTAX vs WCMLX Comparison Chart in %
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JVTAX vs. WCMLX commentary
Feb 04, 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 JVTAX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.23B vs. WCMLX (47.1M). 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 : 8.52 vs. JVTAX (1.35). WCMLX return over 5 years is better than : -5.30 vs. JVTAX (-21.96).
| 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 | 1.646 | 6.395 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 47.1M | 6,847% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.35 | 8.52 | 16% |
| Returns for 3 years | 6.90 | 19.51 | 35% |
| Returns for 5 years | -21.96 | -5.30 | 414% |
| Returns for 10 years | 56.67 | N/A | - |
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