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JSIVX vs VSCAX
JSIVX vs VSCAX Comparison
Open Charts JSIVX vs VSCAX
Janus Henderson Small Cap Value L
Price$22.12
Change+$0.28 (+1.28%)
VolumeN/A
Net Assets1.19B
Invesco Small Cap Value A
Price$22.51
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets6.4B
JSIVX vs VSCAX Comparison Chart
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JSIVX vs. VSCAX commentary
Jun 07, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.4B vs. JSIVX (1.19B). JSIVX pays higher dividends than VSCAX: JSIVX (1.44) 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 : -2.24 vs. JSIVX (-11.55). VSCAX return over 5 years is better than : 90.33 vs. JSIVX (16.54).
| 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 | -7.182 | -4.679 | 154% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 6.4B | 19% |
| Annual Yield % from dividends | 1.44 | 0.37 | 392% |
| Returns for 1 year | -11.55 | -2.24 | 515% |
| Returns for 3 years | -8.86 | 15.89 | -56% |
| Returns for 5 years | 16.54 | 90.33 | 18% |
| Returns for 10 years | 4.39 | 9.86 | 45% |
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