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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$11.78
Change-$0.20 (-1.67%)
VolumeN/A
Net Assets633.76M
FXAIX vs JRSDX Comparison Chart
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FXAIX vs. JRSDX commentary
Feb 23, 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 StrongBuy and JRSDX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. JRSDX (634M). FXAIX pays higher dividends than JRSDX: FXAIX (1.31) vs JRSDX (0.51). FXAIX was incepted earlier than JRSDX: FXAIX (14 years) vs JRSDX (10 years). JRSDX is a more actively managed with annual turnover of: 313.00 vs. FXAIX (3.00). 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 : 19.81 vs. JRSDX (16.70). FXAIX return over 5 years is better than : 94.76 vs. JRSDX (1.83).
| FXAIX | JRSDX | FXAIX / JRSDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 2.419 | 1.903 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 634M | 100,789% |
| Annual Yield % from dividends | 1.31 | 0.51 | 259% |
| Returns for 1 year | 19.81 | 16.70 | 119% |
| Returns for 3 years | 46.26 | 28.96 | 160% |
| Returns for 5 years | 94.76 | 1.83 | 5,170% |
| Returns for 10 years | 208.81 | 29.67 | 704% |
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