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FXAIX vs JRSDX
FXAIX vs JRSDX Comparison
Open Charts FXAIX vs JRSDX
JH Adaptive Risk Mgd U.S. Eq D
Price$11.87
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets598.42M
FXAIX vs JRSDX Comparison Chart in %
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FXAIX vs. JRSDX commentary
Jun 27, 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 Buy and JRSDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. JRSDX (598M). FXAIX pays higher dividends than JRSDX: FXAIX (1.26) vs JRSDX (1.17). FXAIX was incepted earlier than JRSDX: FXAIX (14 years) vs JRSDX (11 years). JRSDX (0.70) is less costly to investors than FXAIX (0.01). JRSDX is a more actively managed with annual turnover of: 250.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than JRSDX: FXAIX (0) vs JRSDX (2500). FXAIX annual gain was more profitable for investors over the last year : 12.68 vs. JRSDX (9.14). FXAIX return over 5 years is better than : 118.26 vs. JRSDX (14.31).
| FXAIX | JRSDX | FXAIX / JRSDX | |
| Total Expense Ratio | 0.01 | 0.70 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.70 | 2% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 4.229 | 2.682 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 598M | 106,020% |
| Annual Yield % from dividends | 1.26 | 1.17 | 108% |
| Returns for 1 year | 12.68 | 9.14 | 139% |
| Returns for 3 years | 63.41 | 39.67 | 160% |
| Returns for 5 years | 118.26 | 14.31 | 826% |
| Returns for 10 years | 223.41 | 53.40 | 418% |
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