JVTAX
Price
$82.14
Change
-$1.84 (-2.19%)
Updated
Nov 13 closing price
Net Assets
3.22B
WCMNX
Price
$13.05
Change
-$0.44 (-3.26%)
Updated
Nov 13 closing price
Net Assets
41.88M
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JVTAX vs WCMNX

Header iconJVTAX vs WCMNX Comparison
Open Charts JVTAX vs WCMNXBanner chart's image
Janus Henderson Venture A
Price$82.14
Change-$1.84 (-2.19%)
VolumeN/A
Net Assets3.22B
WCM Small Cap Growth Investor
Price$13.05
Change-$0.44 (-3.26%)
VolumeN/A
Net Assets41.88M
JVTAX vs WCMNX Comparison Chart in %
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JVTAX vs. WCMNX commentary
Nov 14, 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 Hold and WCMNX is a Hold.

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FUNDAMENTALS
Fundamentals
JVTAX has more cash in the bank: 3.23B vs. WCMNX (41.9M). 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 (18.00). 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 : -3.16 vs. JVTAX (-5.52). WCMNX return over 5 years is better than : 3.45 vs. JVTAX (-9.43).
JVTAXWCMNXJVTAX / WCMNX
Total Expense Ratio1.011.2481%
Annual Report Gross Expense Ratio1.012.0450%
Fund Existence15 years6 years-
Gain YTD6.8046.304108%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets3.23B41.9M7,697%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.52-3.16175%
Returns for 3 years12.7622.0858%
Returns for 5 years-9.433.45-273%
Returns for 10 years30.55N/A-
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