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JDSAX vs VSCAX
JDSAX vs VSCAX Comparison
Open Charts JDSAX vs VSCAX
Janus Henderson Small Cap Value A
Price$21.01
Change+$0.36 (+1.74%)
VolumeN/A
Net Assets1.19B
Invesco Small Cap Value A
Price$21.75
Change+$0.42 (+1.97%)
VolumeN/A
Net Assets6.02B
JDSAX vs VSCAX Comparison Chart
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JDSAX vs. VSCAX commentary
May 09, 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: 6.03B vs. JDSAX (1.19B). JDSAX pays higher dividends than VSCAX: JDSAX (1.29) vs VSCAX (0.39). 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 : -6.91 vs. JDSAX (-14.26). VSCAX return over 5 years is better than : 124.47 vs. JDSAX (25.68).
| 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 | -8.173 | -9.273 | 88% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 6.03B | 20% |
| Annual Yield % from dividends | 1.29 | 0.39 | 336% |
| Returns for 1 year | -14.26 | -6.91 | 206% |
| Returns for 3 years | -4.27 | 21.82 | -20% |
| Returns for 5 years | 25.68 | 124.47 | 21% |
| Returns for 10 years | -1.80 | 4.67 | -38% |