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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$11.74
Change+$0.11 (+0.95%)
VolumeN/A
Net Assets621.74M
FXAIX vs JRSDX Comparison Chart
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FXAIX vs. JRSDX commentary
Jan 19, 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 Hold and JRSDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. JRSDX (622M). 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 : 27.15 vs. JRSDX (21.91). FXAIX return over 5 years is better than : 94.81 vs. JRSDX (4.39).
| 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 | 2.013 | 1.557 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 622M | 99,518% |
| Annual Yield % from dividends | 1.31 | 0.51 | 259% |
| Returns for 1 year | 27.15 | 21.91 | 124% |
| Returns for 3 years | 37.22 | 24.33 | 153% |
| Returns for 5 years | 94.81 | 4.39 | 2,158% |
| Returns for 10 years | 222.48 | 33.84 | 657% |
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