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FXAIX vs JRSAX
FXAIX vs JRSAX Comparison
Open Charts FXAIX vs JRSAX
JH Adaptive Risk Mgd U.S. Eq A
Price$11.45
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets619.4M
FXAIX vs JRSAX Comparison Chart
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FXAIX vs. JRSAX commentary
Apr 04, 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 FXAIX is a Hold and JRSAX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. JRSAX (619M). FXAIX pays higher dividends than JRSAX: FXAIX (1.30) vs JRSAX (0.92). FXAIX was incepted earlier than JRSAX: FXAIX (14 years) vs JRSAX (19 years). JRSAX (0.90) is less costly to investors than FXAIX (0.01). JRSAX is a more actively managed with annual turnover of: 250.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than JRSAX: FXAIX (0) vs JRSAX (2500). FXAIX annual gain was more profitable for investors over the last year : 9.67 vs. JRSAX (8.14). FXAIX return over 5 years is better than : 144.41 vs. JRSAX (37.51).
| FXAIX | JRSAX | FXAIX / JRSAX | |
| Total Expense Ratio | 0.01 | 0.90 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.90 | 2% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -3.913 | -3.376 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 619M | 96,607% |
| Annual Yield % from dividends | 1.30 | 0.92 | 141% |
| Returns for 1 year | 9.67 | 8.14 | 119% |
| Returns for 3 years | 29.74 | 13.55 | 219% |
| Returns for 5 years | 144.41 | 37.51 | 385% |
| Returns for 10 years | 197.21 | 21.44 | 920% |