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JSIVX vs VSCAX
JSIVX vs VSCAX Comparison
Open Charts JSIVX vs VSCAX
Janus Henderson Small Cap Value L
Price$20.73
Change+$1.51 (+7.86%)
VolumeN/A
Net Assets1.29B
Invesco Small Cap Value A
Price$20.62
Change+$1.83 (+9.74%)
VolumeN/A
Net Assets5.29B
JSIVX vs VSCAX Comparison Chart
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JSIVX vs. VSCAX commentary
Apr 11, 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 JSIVX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.29B vs. JSIVX (1.29B). JSIVX pays higher dividends than VSCAX: JSIVX (1.42) vs VSCAX (0.37). JSIVX was incepted earlier than VSCAX: JSIVX (40 years) vs VSCAX (26 years). VSCAX (1.12) and JSIVX (1.11) have similar cost to investors . VSCAX is a more actively managed with annual turnover of: 40.00 vs. JSIVX (36.00). VSCAX has a lower initial minimum investment than JSIVX: VSCAX (1000) vs JSIVX (250000). VSCAX annual gain was more profitable for investors over the last year : -17.67 vs. JSIVX (-24.01). VSCAX return over 5 years is better than : 111.12 vs. JSIVX (16.37).
| JSIVX | VSCAX | JSIVX / VSCAX | |
| Total Expense Ratio | 1.11 | 1.12 | 99% |
| Annual Report Gross Expense Ratio | 1.11 | 1.12 | 99% |
| Fund Existence | 40 years | 26 years | - |
| Gain YTD | -18.317 | -20.077 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 5.29B | 24% |
| Annual Yield % from dividends | 1.42 | 0.37 | 387% |
| Returns for 1 year | -24.01 | -17.67 | 136% |
| Returns for 3 years | -18.03 | -0.44 | 4,091% |
| Returns for 5 years | 16.37 | 111.12 | 15% |
| Returns for 10 years | -8.77 | -7.75 | 113% |
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