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JDSRX vs VSCAX
JDSRX vs VSCAX Comparison
Open Charts JDSRX vs VSCAX
Janus Henderson Small Cap Value R
Price$22.71
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets1.27B
Invesco Small Cap Value A
Price$26.34
Change+$0.28 (+1.07%)
VolumeN/A
Net Assets7.61B
JDSRX vs VSCAX Comparison Chart in %
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JDSRX vs. VSCAX commentary
Oct 09, 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.61B vs. JDSRX (1.27B). JDSRX pays higher dividends than VSCAX: JDSRX (1.02) vs VSCAX (0.32). 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 : 9.03 vs. JDSRX (-6.38). VSCAX return over 5 years is better than : 112.98 vs. JDSRX (30.03).
| 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 | 3.573 | 12.037 | 30% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 7.61B | 17% |
| Annual Yield % from dividends | 1.02 | 0.32 | 323% |
| Returns for 1 year | -6.38 | 9.03 | -71% |
| Returns for 3 years | 10.36 | 57.36 | 18% |
| Returns for 5 years | 30.03 | 112.98 | 27% |
| Returns for 10 years | 9.72 | 42.22 | 23% |
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