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JDSRX vs VSCAX
JDSRX vs VSCAX Comparison
Open Charts JDSRX vs VSCAX
Janus Henderson Small Cap Value R
Price$23.04
Change+$0.41 (+1.81%)
VolumeN/A
Net Assets1.19B
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
JDSRX vs VSCAX Comparison Chart in %
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JDSRX vs. VSCAX commentary
Sep 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. JDSRX (1.19B). JDSRX pays higher dividends than VSCAX: JDSRX (1.01) vs VSCAX (0.32). 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: 52.00 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 : 12.12 vs. JDSRX (-3.85). VSCAX return over 5 years is better than : 116.87 vs. JDSRX (34.09).
| 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 | 5.543 | 7.614 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 7.33B | 16% |
| Annual Yield % from dividends | 1.01 | 0.32 | 313% |
| Returns for 1 year | -3.85 | 12.12 | -32% |
| Returns for 3 years | 9.44 | 46.81 | 20% |
| Returns for 5 years | 34.09 | 116.87 | 29% |
| Returns for 10 years | 13.25 | 36.89 | 36% |