JDSAX

Active

Janus Henderson Small Cap Value Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.56%
Annual Cost per $10K
$156.00
30-Year Fee Drag per $10K
$27,126
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+3.12%

Asset Allocation

US Equity
96%
Intl Equity
2%
Cash
2%

Fee Comparison

JDSAX
1.56%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

47% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+46.47%3Y
Compare to

Fee Impact Calculator

$
%
JDSAX at 1.56%$244,981
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$135,632
Cost vs index fund−$132,444

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
JDSAXJanus Henderson Small Cap Value Fund1.56%
QCGRFXCollege Retirement Equities Fund - Growth Account
JLGMXJPMorgan Large Cap Growth Fund0.94%
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
EGFSXEdgewood Growth Fund1.25%
MEGRXMFS Growth Fund1.08%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
RRTCXT. Rowe Price Retirement 2030 Fund1.06%
RRTDXT. Rowe Price Retirement 2040 Fund1.10%
LGRCXLoomis Sayles Growth Fund1.66%
RRTPXT. Rowe Price Retirement 2035 Fund1.09%
PLFMXLargeCap S&P 500 Index Fund1.29%
ALCKXAB LARGE CAP GROWTH FUND INC0.92%
EAASXEaton Vance Atlanta Capital SMID-Cap Fund1.12%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
FLMVXJPMorgan Mid Cap Value Fund1.09%
RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
HRCAXHarbor Capital Appreciation Fund0.92%
JGACXJPMorgan Growth Advantage Fund0.99%
RRTRXT. Rowe Price Retirement 2045 Fund1.11%
RRTFXT. Rowe Price Retirement 2050 Fund1.13%
RRTNXT. Rowe Price Retirement 2025 Fund1.04%
TWCUXUltra Fund0.89%
JENIXThe Jensen Quality Growth Fund Inc1.26%
RRTBXT. Rowe Price Retirement 2020 Fund1.02%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
HGIRXHARTFORD CORE EQUITY FUND1.08%
VVIPXVoya VACS Index Series S Portfolio
CSEIXCohen & Steers Real Estate Securities Fund1.10%
RRTVXT. Rowe Price Retirement 2055 Fund1.14%
PAALXPIMCO All Asset Fund2.11%
MLAAXNYLI Winslow Large Cap Growth Fund0.94%
DCCAXMacquarie Small Cap Core Fund1.06%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
PLCGXLargeCap Growth Fund I0.94%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
LMPLXClearBridge Large Cap Growth Fund1.33%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
CSECXCalvert Equity Fund1.65%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
DEVLXMacquarie Small Cap Value Fund1.10%
JGAQXJPMorgan Value Advantage Fund0.99%
PGORXPutnam Large Cap Growth Fund0.93%
CSJAXCohen & Steers Realty Shares1.15%
ECTGXEaton Vance Tax-Managed Growth Fund 1.11.47%
LCBVXClearBridge Large Cap Value Fund1.40%
CIPMXChamplain MidCap Fund1.09%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
FRURXFranklin Utilities Fund1.06%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
GATEXGateway Fund0.94%
JSLBXMultimanager Lifestyle Balanced Portfolio1.16%
TRRZXT. Rowe Price Retirement 2060 Fund1.14%
OAKLXOakmark Select Fund0.98%
SHAPXClearBridge Appreciation Fund0.91%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
ESPAXAllspring Special Small Cap Value Fund1.17%
CGWRXColumbia Cornerstone Growth Fund0.97%
RRTMXT. Rowe Price Retirement 2015 Fund1.00%
JAJAXManaged Volatility Growth Portfolio1.02%
AFDAXLarge Cap Equity Fund1.04%
TWHIXHeritage Fund1.00%
JSECXJPMorgan Small Cap Equity Fund1.24%
LGLCXLord Abbett Growth Leaders Fund1.65%
JGAVXJPMorgan U.S. Value Fund0.94%
FKARXFranklin Growth Opportunities Fund1.19%
CAPEXEaton Vance Tax-Managed Growth Fund 1.0
HGORXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.44%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
CIPSXChamplain Small Company Fund1.24%
SVFLXSmead Value Fund1.05%
JDURXPGIM Jennison Utility Fund1.11%
ITHRXTHE HARTFORD CAPITAL APPRECIATION FUND1.42%
SAMVXVirtus Ceredex Mid-Cap Value Equity Fund1.29%
TWCIXSelect Fund0.90%
RYOCXNASDAQ-100 Fund1.27%
EABLXEaton Vance Floating-Rate Fund1.06%
SDGAXDWS Capital Growth Fund1.30%
JDPAXJanus Henderson Mid Cap Value Fund1.20%
JAJRXManaged Volatility Balanced Portfolio1.00%
AQEAXColumbia Disciplined Core Fund0.94%
OALGXOptimum Large Cap Growth Fund1.20%
OWACXOld Westbury All Cap Core Fund0.96%
GSPAXGoldman Sachs U.S. Equity Dividend and Premium Fund1.01%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
BCSIXBrown Capital Management Small Company Fund1.31%
IAVGXVOYA GROWTH AND INCOME PORTFOLIO1.12%
RRTAXT. Rowe Price Retirement 2010 Fund0.99%
GCTAXGoldman Sachs U.S. Tax-Managed Equity Fund1.01%
HSVRXHarbor Small Cap Value Fund1.13%
SUWAXDWS Core Equity Fund0.83%
BMDSXBaird Mid Cap Growth Fund1.06%
RSEAXU.S. Strategic Equity Fund1.10%
DDVAXMacquarie Value Fund0.97%
CMUAXColumbia Select Mid Cap Value Fund1.13%
PABVXMidCap Value Fund I1.19%
JCCAXSmall Cap Core Fund1.23%
FFEIXNuveen Dividend Value Fund0.95%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%

Analyze Your Full Portfolio

See your blended expense ratio, aggregate asset allocation, and total fee drag across all your holdings.

Get Started Free