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JDSRX vs VSCAX
JDSRX vs VSCAX Comparison
Open Charts JDSRX vs VSCAX
Janus Henderson Small Cap Value R
Price$20.81
Change+$0.21 (+1.02%)
VolumeN/A
Net Assets1.39B
Invesco Small Cap Value A
Price$22.52
Change+$0.42 (+1.90%)
VolumeN/A
Net Assets6.22B
JDSRX vs VSCAX Comparison Chart
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JDSRX vs. VSCAX 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.22B vs. JDSRX (1.39B). JDSRX pays higher dividends than VSCAX: JDSRX (1.12) vs VSCAX (0.37). JDSRX was incepted earlier than VSCAX: JDSRX (16 years) vs VSCAX (26 years). JDSRX (1.69) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. JDSRX (36.00). VSCAX has a lower initial minimum investment than JDSRX: VSCAX (1000) vs JDSRX (2500). VSCAX annual gain was more profitable for investors over the last year : -1.63 vs. JDSRX (-11.51). VSCAX return over 5 years is better than : 210.31 vs. JDSRX (49.13).
| JDSRX | VSCAX | JDSRX / VSCAX | |
| Total Expense Ratio | 1.69 | 1.12 | 151% |
| Annual Report Gross Expense Ratio | 1.69 | 1.12 | 151% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -4.672 | -5.997 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 6.22B | 22% |
| Annual Yield % from dividends | 1.12 | 0.37 | 305% |
| Returns for 1 year | -11.51 | -1.63 | 708% |
| Returns for 3 years | -11.03 | 11.60 | -95% |
| Returns for 5 years | 49.13 | 210.31 | 23% |
| Returns for 10 years | -3.01 | 8.45 | -36% |
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