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JDSRX vs VISVX
JDSRX vs VISVX Comparison
Open Charts JDSRX vs VISVX
Janus Henderson Small Cap Value R
Price$25.87
Change-$0.14 (-0.54%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.97
Change-$0.46 (-0.91%)
VolumeN/A
CapitalizationN/A
JDSRX vs VISVX Comparison Chart
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JDSRX vs. VISVX commentary
Nov 15, 2024
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 JDSRX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. JDSRX (1.5B). VISVX pays higher dividends than JDSRX: VISVX (1.90) vs JDSRX (0.00). JDSRX was incepted earlier than VISVX: JDSRX (15 years) vs VISVX (27 years). JDSRX is a more actively managed with annual turnover of: 44.00 vs. VISVX (16.00). JDSRX has a lower initial minimum investment than VISVX: JDSRX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 29.91 vs. JDSRX (20.36). VISVX return over 5 years is better than : 59.86 vs. JDSRX (21.49).
| JDSRX | VISVX | JDSRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 13.730 | 17.294 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 57.6B | 3% |
| Annual Yield % from dividends | 0.00 | 1.90 | - |
| Returns for 1 year | 20.36 | 29.91 | 68% |
| Returns for 3 years | 2.04 | 15.16 | 13% |
| Returns for 5 years | 21.49 | 59.86 | 36% |
| Returns for 10 years | -1.12 | 111.98 | -1% |