Ad is loading...
JDSRX vs VSCAX
JDSRX vs VSCAX Comparison
Open Charts JDSRX vs VSCAX
Janus Henderson Small Cap Value R
Price$21.75
Change+$0.10 (+0.46%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$23.41
Change+$0.25 (+1.08%)
VolumeN/A
CapitalizationN/A
JDSRX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDSRX vs. VSCAX 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.33B vs. JDSRX (1.63B). VSCAX pays higher dividends than JDSRX: VSCAX (0.48) vs JDSRX (0.00). JDSRX was incepted earlier than VSCAX: JDSRX (15 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. JDSRX (44.00). 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 : 16.45 vs. JDSRX (-3.96). VSCAX return over 5 years is better than : 65.61 vs. JDSRX (-1.26).
| JDSRX | VSCAX | JDSRX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | -3.958 | 15.647 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 6.33B | 26% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | -3.96 | 16.45 | -24% |
| Returns for 3 years | -9.41 | 33.77 | -28% |
| Returns for 5 years | -1.26 | 65.61 | -2% |
| Returns for 10 years | 4.17 | 20.48 | 20% |
View a ticker or compare two or three
VS
VS
Ad is loading...