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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$11.56
Change-$0.35 (-2.94%)
VolumeN/A
CapitalizationN/A
FXAIX vs JRSDX Comparison Chart
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FXAIX vs. JRSDX commentary
Dec 19, 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 JRSDX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. JRSDX (637M). 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 : 29.40 vs. JRSDX (25.09). FXAIX return over 5 years is better than : 104.23 vs. JRSDX (10.18).
| 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 | 28.550 | 24.061 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 637M | 99,215% |
| Annual Yield % from dividends | 1.31 | 0.51 | 259% |
| Returns for 1 year | 29.40 | 25.09 | 117% |
| Returns for 3 years | 37.14 | -7.11 | -523% |
| Returns for 5 years | 104.23 | 10.18 | 1,024% |
| Returns for 10 years | 217.91 | N/A | - |