Interact to see
Advertisement
Advertisement
JDSRX vs VSCAX
JDSRX vs VSCAX Comparison
Open Charts JDSRX vs VSCAX
Janus Henderson Small Cap Value R
Price$21.22
Change-$0.05 (-0.24%)
VolumeN/A
Net Assets1.22B
Invesco Small Cap Value A
Price$23.74
Change-$0.16 (-0.67%)
VolumeN/A
Net Assets6.83B
JDSRX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDSRX vs. VSCAX commentary
Aug 08, 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: 6.83B vs. JDSRX (1.23B). 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 : 11.07 vs. JDSRX (-8.63). VSCAX return over 5 years is better than : 106.09 vs. JDSRX (22.18).
| 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 | -2.565 | 1.659 | -155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 6.83B | 18% |
| Annual Yield % from dividends | 1.09 | 0.34 | 321% |
| Returns for 1 year | -8.63 | 11.07 | -78% |
| Returns for 3 years | -4.28 | 34.67 | -12% |
| Returns for 5 years | 22.18 | 106.09 | 21% |
| Returns for 10 years | 0.93 | 24.40 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers