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JDSRX vs VSCAX
JDSRX vs VSCAX Comparison
Open Charts JDSRX vs VSCAX
Janus Henderson Small Cap Value R
Price$22.98
Change-$0.05 (-0.22%)
VolumeN/A
Net Assets1.19B
Invesco Small Cap Value A
Price$25.31
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.23B
JDSRX vs VSCAX Comparison Chart in %
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JDSRX vs. VSCAX commentary
Aug 29, 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: 7.23B vs. JDSRX (1.19B). JDSRX pays higher dividends than VSCAX: JDSRX (1.09) vs VSCAX (0.34). 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: 52.00 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 : 7.51 vs. JDSRX (-6.23). VSCAX return over 5 years is better than : 112.00 vs. JDSRX (32.45).
| 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 | 5.268 | 6.976 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 7.23B | 16% |
| Annual Yield % from dividends | 1.09 | 0.34 | 321% |
| Returns for 1 year | -6.23 | 7.51 | -83% |
| Returns for 3 years | 3.97 | 38.48 | 10% |
| Returns for 5 years | 32.45 | 112.00 | 29% |
| Returns for 10 years | 12.63 | 36.23 | 35% |
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