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JSCOX vs VSCAX
JSCOX vs VSCAX Comparison
Open Charts JSCOX vs VSCAX
Janus Henderson Small Cap Value I
Price$22.64
Change+$0.15 (+0.67%)
VolumeN/A
Net Assets1.21B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
JSCOX vs VSCAX Comparison Chart in %
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JSCOX 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 JSCOX is a StrongBuy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. JSCOX (1.21B). JSCOX pays higher dividends than VSCAX: JSCOX (1.16) vs VSCAX (0.35). JSCOX was incepted earlier than VSCAX: JSCOX (16 years) vs VSCAX (26 years). JSCOX (1.67) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. JSCOX (36.00). VSCAX has a lower initial minimum investment than JSCOX: VSCAX (1000) vs JSCOX (2500). VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. JSCOX (-5.32). VSCAX return over 5 years is better than : 135.31 vs. JSCOX (37.13).
| JSCOX | VSCAX | JSCOX / VSCAX | |
| Total Expense Ratio | 1.29 | 1.12 | 115% |
| Annual Report Gross Expense Ratio | 1.67 | 1.12 | 149% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -0.352 | 2.722 | -13% |
| 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 | 1.16 | 0.35 | 335% |
| Returns for 1 year | -5.32 | 5.03 | -106% |
| Returns for 3 years | 8.25 | 43.85 | 19% |
| Returns for 5 years | 37.13 | 135.31 | 27% |
| Returns for 10 years | 9.75 | 20.55 | 47% |
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