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JDSRX vs VSCAX
JDSRX vs VSCAX Comparison
Open Charts JDSRX vs VSCAX
Janus Henderson Small Cap Value R
Price$22.75
Change-$0.24 (-1.04%)
VolumeN/A
Net Assets1.44B
Invesco Small Cap Value A
Price$25.10
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets6.86B
JDSRX vs VSCAX Comparison Chart
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JDSRX vs. VSCAX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.86B vs. JDSRX (1.44B). VSCAX pays higher dividends than JDSRX: VSCAX (0.48) vs JDSRX (0.00). JDSRX was incepted earlier than VSCAX: JDSRX (16 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 : 25.29 vs. JDSRX (2.20). VSCAX return over 5 years is better than : 83.47 vs. JDSRX (5.87).
| JDSRX | VSCAX | JDSRX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 4.214 | 6.763 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 6.86B | 21% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 2.20 | 25.29 | 9% |
| Returns for 3 years | -1.18 | 40.11 | -3% |
| Returns for 5 years | 5.87 | 83.47 | 7% |
| Returns for 10 years | 11.40 | 35.88 | 32% |
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