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JDSRX vs VSCAX
JDSRX vs VSCAX Comparison
Open Charts JDSRX vs VSCAX
Janus Henderson Small Cap Value R
Price$25.87
Change-$0.14 (-0.54%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$25.99
Change-$0.26 (-0.99%)
VolumeN/A
CapitalizationN/A
JDSRX vs VSCAX Comparison Chart
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JDSRX vs. VSCAX commentary
Nov 15, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.39B vs. JDSRX (1.5B). VSCAX pays higher dividends than JDSRX: VSCAX (0.48) vs JDSRX (0.00). JDSRX was incepted earlier than VSCAX: JDSRX (15 years) vs VSCAX (25 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 : 38.10 vs. JDSRX (20.36). VSCAX return over 5 years is better than : 87.05 vs. JDSRX (21.49).
| JDSRX | VSCAX | JDSRX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 13.730 | 29.247 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 6.39B | 24% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 20.36 | 38.10 | 53% |
| Returns for 3 years | 2.04 | 18.40 | 11% |
| Returns for 5 years | 21.49 | 87.05 | 25% |
| Returns for 10 years | -1.12 | 19.20 | -6% |
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