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JDSRX vs VISVX
JDSRX vs VISVX Comparison
Open Charts JDSRX vs VISVX
Janus Henderson Small Cap Value R
Price$21.75
Change+$0.10 (+0.46%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.85
Change+$0.49 (+1.03%)
VolumeN/A
CapitalizationN/A
JDSRX vs VISVX Comparison Chart
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JDSRX vs. VISVX commentary
Dec 22, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. JDSRX (1.63B). 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 : 11.81 vs. JDSRX (-3.96). VISVX return over 5 years is better than : 47.19 vs. JDSRX (-1.26).
| 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 | -3.958 | 11.293 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 63B | 3% |
| Annual Yield % from dividends | 0.00 | 1.90 | - |
| Returns for 1 year | -3.96 | 11.81 | -34% |
| Returns for 3 years | -9.41 | 15.69 | -60% |
| Returns for 5 years | -1.26 | 47.19 | -3% |
| Returns for 10 years | 4.17 | 96.52 | 4% |
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