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JDSAX vs VSCAX
JDSAX vs VSCAX Comparison
Open Charts JDSAX vs VSCAX
Janus Henderson Small Cap Value A
Price$19.75
Change+$0.19 (+0.97%)
VolumeN/A
Net Assets1.29B
Invesco Small Cap Value A
Price$20.05
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets5.64B
JDSAX vs VSCAX Comparison Chart
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JDSAX vs. VSCAX commentary
Apr 18, 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 JDSAX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.64B vs. JDSAX (1.29B). JDSAX pays higher dividends than VSCAX: JDSAX (1.23) vs VSCAX (0.37). JDSAX was incepted earlier than VSCAX: JDSAX (16 years) vs VSCAX (26 years). JDSAX (1.56) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. JDSAX (36.00). JDSAX (6%) and VSCAX (6%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than JDSAX: VSCAX (1000) vs JDSAX (2500). VSCAX annual gain was more profitable for investors over the last year : -7.09 vs. JDSAX (-15.55). VSCAX return over 5 years is better than : 138.84 vs. JDSAX (24.28).
| JDSAX | VSCAX | JDSAX / VSCAX | |
| Total Expense Ratio | 1.56 | 1.12 | 139% |
| Annual Report Gross Expense Ratio | 1.56 | 1.12 | 139% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -13.680 | -14.802 | 92% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 5.64B | 23% |
| Annual Yield % from dividends | 1.23 | 0.37 | 335% |
| Returns for 1 year | -15.55 | -7.09 | 219% |
| Returns for 3 years | -15.51 | 3.95 | -392% |
| Returns for 5 years | 24.28 | 138.84 | 17% |
| Returns for 10 years | -8.10 | -2.09 | 388% |
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