FXAIX
Price
$207.34
Change
+$1.51 (+0.73%)
Updated
Dec 23 closing price
JRSAX
Price
$12.02
Change
+$0.07 (+0.59%)
Updated
Dec 23 closing price
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FXAIX vs JRSAX

Header iconFXAIX vs JRSAX Comparison
Open Charts FXAIX vs JRSAXBanner chart's image
Fidelity 500 Index
Price$207.34
Change+$1.51 (+0.73%)
VolumeN/A
CapitalizationN/A
JH Adaptive Risk Mgd U.S. Eq A
Price$12.02
Change+$0.07 (+0.59%)
VolumeN/A
CapitalizationN/A
FXAIX vs JRSAX Comparison Chart
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FXAIX vs. JRSAX commentary
Dec 24, 2024

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 StrongBuy and JRSAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. JRSAX (637M). FXAIX pays higher dividends than JRSAX: FXAIX (1.31) vs JRSAX (0.40). FXAIX was incepted earlier than JRSAX: FXAIX (14 years) vs JRSAX (19 years). JRSAX is a more actively managed with annual turnover of: 313.00 vs. FXAIX (3.00). 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 : 27.38 vs. JRSAX (22.46). FXAIX return over 5 years is better than : 100.53 vs. JRSAX (7.64).
FXAIXJRSAXFXAIX / JRSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years19 years-
Gain YTD26.94321.970123%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets632B637M99,215%
Annual Yield % from dividends1.310.40325%
Returns for 1 year27.3822.46122%
Returns for 3 years32.3817.06190%
Returns for 5 years100.537.641,315%
Returns for 10 years211.1431.83663%
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