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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$10.69
Change-$0.48 (-4.30%)
VolumeN/A
Net Assets619.4M
FXAIX vs JRSDX Comparison Chart
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FXAIX vs. JRSDX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. JRSDX (619M). 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 : 10.29 vs. JRSDX (8.22). FXAIX return over 5 years is better than : 146.07 vs. JRSDX (37.73).
| 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 | -3.262 | -3.374 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 619M | 96,607% |
| Annual Yield % from dividends | 1.30 | 1.22 | 106% |
| Returns for 1 year | 10.29 | 8.22 | 125% |
| Returns for 3 years | 29.57 | 13.43 | 220% |
| Returns for 5 years | 146.07 | 37.73 | 387% |
| Returns for 10 years | 197.24 | 21.91 | 900% |
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