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JDSRX vs VSIAX
JDSRX vs VSIAX Comparison
Open Charts JDSRX vs VSIAX
Janus Henderson Small Cap Value R
Price$25.87
Change-$0.14 (-0.54%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$89.54
Change-$0.82 (-0.91%)
VolumeN/A
CapitalizationN/A
JDSRX vs VSIAX Comparison Chart
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JDSRX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. JDSRX (1.5B). 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 : 29.94 vs. JDSRX (20.36). VSIAX return over 5 years is better than : 59.96 vs. JDSRX (21.49).
| 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 | 13.730 | 17.342 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 57.6B | 3% |
| Annual Yield % from dividends | 0.00 | 2.01 | - |
| Returns for 1 year | 20.36 | 29.94 | 68% |
| Returns for 3 years | 2.04 | 15.20 | 13% |
| Returns for 5 years | 21.49 | 59.96 | 36% |
| Returns for 10 years | -1.12 | 112.55 | -1% |