FXAIX
Price
$217.60
Change
+$0.69 (+0.32%)
Updated
Jul 16 closing price
Net Assets
665.84B
JRSDX
Price
$12.11
Change
+$0.03 (+0.25%)
Updated
Jul 16 closing price
Net Assets
615.53M
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FXAIX vs JRSDX

Header iconFXAIX vs JRSDX Comparison
Open Charts FXAIX vs JRSDXBanner chart's image
Fidelity 500 Index
Price$217.60
Change+$0.69 (+0.32%)
VolumeN/A
Net Assets665.84B
JH Adaptive Risk Mgd U.S. Eq D
Price$12.11
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets615.53M
FXAIX vs JRSDX Comparison Chart in %
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FXAIX vs. JRSDX commentary
Jul 17, 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: 666B vs. JRSDX (616M). FXAIX pays higher dividends than JRSDX: FXAIX (1.20) vs JRSDX (1.13). 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 : 11.62 vs. JRSDX (7.37). FXAIX return over 5 years is better than : 108.65 vs. JRSDX (8.05).
FXAIXJRSDXFXAIX / JRSDX
Total Expense Ratio0.010.702%
Annual Report Gross Expense Ratio0.010.702%
Fund Existence14 years11 years-
Gain YTD6.8874.498153%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets666B616M108,117%
Annual Yield % from dividends1.201.13106%
Returns for 1 year11.627.37158%
Returns for 3 years69.0343.77158%
Returns for 5 years108.658.051,349%
Returns for 10 years222.5350.21443%
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