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FXAIX vs JRSIX
FXAIX vs JRSIX Comparison
Open Charts FXAIX vs JRSIX
JH Adaptive Risk Mgd U.S. Eq I
Price$11.75
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets576.3M
FXAIX vs JRSIX Comparison Chart
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FXAIX vs. JRSIX commentary
May 23, 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 JRSIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. JRSIX (576M). FXAIX pays higher dividends than JRSIX: FXAIX (1.34) vs JRSIX (1.25). FXAIX was incepted earlier than JRSIX: FXAIX (14 years) vs JRSIX (19 years). JRSIX (0.65) is less costly to investors than FXAIX (0.01). JRSIX is a more actively managed with annual turnover of: 250.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than JRSIX: FXAIX (0) vs JRSIX (2500). FXAIX annual gain was more profitable for investors over the last year : 11.58 vs. JRSIX (8.56). FXAIX return over 5 years is better than : 113.25 vs. JRSIX (15.42).
| FXAIX | JRSIX | FXAIX / JRSIX | |
| Total Expense Ratio | 0.01 | 0.65 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.65 | 2% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -0.138 | -0.760 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 576M | 103,125% |
| Annual Yield % from dividends | 1.34 | 1.25 | 107% |
| Returns for 1 year | 11.58 | 8.56 | 135% |
| Returns for 3 years | 53.89 | 34.57 | 156% |
| Returns for 5 years | 113.25 | 15.42 | 735% |
| Returns for 10 years | 200.51 | 45.82 | 438% |
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