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JDSRX vs VSCAX
JDSRX vs VSCAX Comparison
Open Charts JDSRX vs VSCAX
Janus Henderson Small Cap Value R
Price$21.69
Change+$0.14 (+0.65%)
VolumeN/A
Net Assets1.21B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
JDSRX vs VSCAX Comparison Chart in %
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JDSRX vs. VSCAX commentary
Jul 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 JDSRX is a StrongBuy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. JDSRX (1.21B). JDSRX pays higher dividends than VSCAX: JDSRX (1.10) vs VSCAX (0.35). JDSRX was incepted earlier than VSCAX: JDSRX (16 years) vs VSCAX (26 years). JDSRX (1.69) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. JDSRX (36.00). VSCAX has a lower initial minimum investment than JDSRX: VSCAX (1000) vs JDSRX (2500). VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. JDSRX (-6.23). VSCAX return over 5 years is better than : 135.31 vs. JDSRX (32.18).
| JDSRX | VSCAX | JDSRX / VSCAX | |
| Total Expense Ratio | 1.69 | 1.12 | 151% |
| Annual Report Gross Expense Ratio | 1.69 | 1.12 | 151% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -0.641 | 2.722 | -24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 6.97B | 17% |
| Annual Yield % from dividends | 1.10 | 0.35 | 319% |
| Returns for 1 year | -6.23 | 5.03 | -124% |
| Returns for 3 years | 5.66 | 43.85 | 13% |
| Returns for 5 years | 32.18 | 135.31 | 24% |
| Returns for 10 years | 1.84 | 20.55 | 9% |
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