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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$10.86
Change+$0.18 (+1.69%)
VolumeN/A
Net Assets586.91M
FXAIX vs JRSDX Comparison Chart
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FXAIX vs. JRSDX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. JRSDX (587M). FXAIX pays higher dividends than JRSDX: FXAIX (1.30) vs JRSDX (1.22). FXAIX was incepted earlier than JRSDX: FXAIX (14 years) vs JRSDX (10 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 : 7.42 vs. JRSDX (5.90). FXAIX return over 5 years is better than : 104.55 vs. JRSDX (13.41).
| 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 | 10 years | - |
| Gain YTD | -8.250 | -7.612 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 587M | 101,874% |
| Annual Yield % from dividends | 1.30 | 1.22 | 106% |
| Returns for 1 year | 7.42 | 5.90 | 126% |
| Returns for 3 years | 31.00 | 14.62 | 212% |
| Returns for 5 years | 104.55 | 13.41 | 780% |
| Returns for 10 years | 178.96 | 34.69 | 516% |
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