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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$12.07
Change-$0.21 (-1.71%)
VolumeN/A
Net Assets633.76M
FXAIX vs JRSIX Comparison Chart
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FXAIX vs. JRSIX commentary
Feb 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 StrongBuy and JRSIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. JRSIX (634M). FXAIX pays higher dividends than JRSIX: FXAIX (1.31) vs JRSIX (0.53). FXAIX was incepted earlier than JRSIX: FXAIX (14 years) vs JRSIX (19 years). JRSIX is a more actively managed with annual turnover of: 313.00 vs. FXAIX (3.00). 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 : 19.81 vs. JRSIX (16.85). FXAIX return over 5 years is better than : 94.76 vs. JRSIX (2.75).
| FXAIX | JRSIX | FXAIX / JRSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 2.419 | 1.943 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 634M | 100,789% |
| Annual Yield % from dividends | 1.31 | 0.53 | 250% |
| Returns for 1 year | 19.81 | 16.85 | 118% |
| Returns for 3 years | 46.26 | 29.37 | 158% |
| Returns for 5 years | 94.76 | 2.75 | 3,451% |
| Returns for 10 years | 208.81 | 31.03 | 673% |
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