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JVTAX vs WCMNX
JVTAX vs WCMNX Comparison
Open Charts JVTAX vs WCMNX
Janus Henderson Venture A
Price$82.38
Change-$0.28 (-0.34%)
VolumeN/A
Net Assets3.27B
WCM Small Cap Growth Investor
Price$13.84
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.58M
JVTAX vs WCMNX Comparison Chart in %
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JVTAX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.27B vs. WCMNX (44.6M). JVTAX (0.00) and WCMNX (0.00) have matching dividends . JVTAX was incepted earlier than WCMNX: JVTAX (15 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than JVTAX (1.01). WCMNX is a more actively managed with annual turnover of: 83.00 vs. JVTAX (24.00). WCMNX has a lower initial minimum investment than JVTAX: WCMNX (1000) vs JVTAX (2500). WCMNX annual gain was more profitable for investors over the last year : 7.04 vs. JVTAX (2.45). WCMNX return over 5 years is better than : -5.40 vs. JVTAX (-19.18).
| JVTAX | WCMNX | JVTAX / WCMNX | |
| Total Expense Ratio | 1.01 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.01 | 2.04 | 50% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 4.769 | 9.062 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | 7.04 | 35% |
| Returns for 3 years | 23.19 | 32.95 | 70% |
| Returns for 5 years | -19.18 | -5.40 | 355% |
| Returns for 10 years | 32.59 | N/A | - |
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