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JSVDX vs VISVX
JSVDX vs VISVX Comparison
Open Charts JSVDX vs VISVX
Janus Henderson Small-Mid Cap Value D
Price$15.75
Change-$0.60 (-3.67%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
JSVDX vs VISVX Comparison Chart
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JSVDX vs. VISVX commentary
Dec 19, 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 JSVDX is a StrongSell and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. JSVDX (116M). VISVX pays higher dividends than JSVDX: VISVX (1.90) vs JSVDX (0.79). JSVDX was incepted earlier than VISVX: JSVDX (13 years) vs VISVX (27 years). JSVDX is a more actively managed with annual turnover of: 62.00 vs. VISVX (16.00). JSVDX has a lower initial minimum investment than VISVX: JSVDX (2500) vs VISVX (3000). JSVDX annual gain was more profitable for investors over the last year : 14.64 vs. VISVX (10.29). VISVX return over 5 years is better than : 46.30 vs. JSVDX (31.35).
| JSVDX | VISVX | JSVDX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 13.061 | 10.619 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 63B | 0% |
| Annual Yield % from dividends | 0.79 | 1.90 | 42% |
| Returns for 1 year | 14.64 | 10.29 | 142% |
| Returns for 3 years | 20.03 | 16.04 | 125% |
| Returns for 5 years | 31.35 | 46.30 | 68% |
| Returns for 10 years | 42.74 | 97.35 | 44% |
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