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JDSRX vs VISVX
JDSRX vs VISVX Comparison
Open Charts JDSRX vs VISVX
Janus Henderson Small Cap Value R
Price$19.27
Change-$1.54 (-7.40%)
VolumeN/A
Net Assets1.39B
Vanguard Small Cap Value Index I
Price$42.44
Change-$3.06 (-6.73%)
VolumeN/A
Net Assets57.63B
JDSRX vs VISVX Comparison Chart
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JDSRX vs. VISVX commentary
Apr 04, 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 JDSRX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. JDSRX (1.39B). VISVX pays higher dividends than JDSRX: VISVX (2.14) vs JDSRX (1.12). JDSRX was incepted earlier than VISVX: JDSRX (16 years) vs VISVX (27 years). JDSRX (1.69) is less costly to investors than VISVX (0.19). JDSRX is a more actively managed with annual turnover of: 36.00 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 : 1.29 vs. JDSRX (-12.07). VISVX return over 5 years is better than : 137.90 vs. JDSRX (49.13).
| JDSRX | VISVX | JDSRX / VISVX | |
| Total Expense Ratio | 1.69 | 0.19 | 889% |
| Annual Report Gross Expense Ratio | 1.69 | 0.19 | 889% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | -4.672 | -4.142 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 57.6B | 2% |
| Annual Yield % from dividends | 1.12 | 2.14 | 52% |
| Returns for 1 year | -12.07 | 1.29 | -935% |
| Returns for 3 years | -10.53 | 9.10 | -116% |
| Returns for 5 years | 49.13 | 137.90 | 36% |
| Returns for 10 years | -3.31 | 79.80 | -4% |
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