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JDSRX vs VSCAX
JDSRX vs VSCAX Comparison
Open Charts JDSRX vs VSCAX
Janus Henderson Small Cap Value R
Price$20.33
Change-$0.33 (-1.60%)
VolumeN/A
Net Assets1.21B
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
JDSRX vs VSCAX Comparison Chart
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JDSRX vs. VSCAX commentary
Jun 16, 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 Hold and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. JDSRX (1.21B). JDSRX pays higher dividends than VSCAX: JDSRX (1.14) vs VSCAX (0.37). 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 : 0.16 vs. JDSRX (-11.66). VSCAX return over 5 years is better than : 116.10 vs. JDSRX (22.57).
| 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 | -6.871 | -3.573 | 192% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 6.48B | 19% |
| Annual Yield % from dividends | 1.14 | 0.37 | 310% |
| Returns for 1 year | -11.66 | 0.16 | -7,459% |
| Returns for 3 years | -2.09 | 29.03 | -7% |
| Returns for 5 years | 22.57 | 116.10 | 19% |
| Returns for 10 years | -5.63 | 10.55 | -53% |
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