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JDSRX vs VSIAX
JDSRX vs VSIAX Comparison
Open Charts JDSRX vs VSIAX
Janus Henderson Small Cap Value R
Price$25.04
Change-$0.31 (-1.22%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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JDSRX vs VSIAX Comparison Chart
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JDSRX vs. VSIAX commentary
Sep 21, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. JDSRX (1.58B). VSIAX pays higher dividends than JDSRX: VSIAX (2.01) vs JDSRX (0.00). JDSRX was incepted earlier than VSIAX: JDSRX (15 years) vs VSIAX (13 years). JDSRX is a more actively managed with annual turnover of: 44.00 vs. VSIAX (16.00). JDSRX has a lower initial minimum investment than VSIAX: JDSRX (2500) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 25.86 vs. JDSRX (20.09). VSIAX return over 5 years is better than : 57.13 vs. JDSRX (21.89).
| JDSRX | VSIAX | JDSRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 10.844 | 11.368 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 57.3B | 3% |
| Annual Yield % from dividends | 0.00 | 2.01 | - |
| Returns for 1 year | 20.09 | 25.86 | 78% |
| Returns for 3 years | 11.55 | 21.48 | 54% |
| Returns for 5 years | 21.89 | 57.13 | 38% |
| Returns for 10 years | 0.83 | 109.18 | 1% |