FXAIX
Price
$212.15
Change
+$0.01 (+0.00%)
Updated
Jun 25 closing price
Net Assets
633.85B
JRSDX
Price
$11.87
Change
+$0.08 (+0.68%)
Updated
Jun 26 closing price
Net Assets
598.42M
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FXAIX vs JRSDX

Header iconFXAIX vs JRSDX Comparison
Open Charts FXAIX vs JRSDXBanner chart's image
Fidelity 500 Index
Price$212.15
Change+$0.01 (+0.00%)
VolumeN/A
Net Assets633.85B
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.

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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).
FXAIXJRSDXFXAIX / JRSDX
Total Expense Ratio0.010.702%
Annual Report Gross Expense Ratio0.010.702%
Fund Existence14 years11 years-
Gain YTD4.2292.682158%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets634B598M106,020%
Annual Yield % from dividends1.261.17108%
Returns for 1 year12.689.14139%
Returns for 3 years63.4139.67160%
Returns for 5 years118.2614.31826%
Returns for 10 years223.4153.40418%
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