FXAIX
Price
$209.63
Change
+$2.29 (+1.10%)
Updated
Dec 24 closing price
JRSIX
Price
$12.14
Change
+$0.13 (+1.08%)
Updated
Dec 24 closing price
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FXAIX vs JRSIX

Header iconFXAIX vs JRSIX Comparison
Open Charts FXAIX vs JRSIXBanner chart's image
Fidelity 500 Index
Price$209.63
Change+$2.29 (+1.10%)
VolumeN/A
CapitalizationN/A
JH Adaptive Risk Mgd U.S. Eq I
Price$12.14
Change+$0.13 (+1.08%)
VolumeN/A
CapitalizationN/A
FXAIX vs JRSIX Comparison Chart
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FXAIX vs. JRSIX commentary
Dec 25, 2024

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 StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. JRSIX (637M). 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 (1000000). FXAIX annual gain was more profitable for investors over the last year : 28.79 vs. JRSIX (22.73). FXAIX return over 5 years is better than : 101.69 vs. JRSIX (8.93).
FXAIXJRSIXFXAIX / JRSIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years19 years-
Gain YTD28.34522.233127%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets632B637M99,215%
Annual Yield % from dividends1.310.53250%
Returns for 1 year28.7922.73127%
Returns for 3 years33.8517.88189%
Returns for 5 years101.698.931,139%
Returns for 10 years214.5734.33625%
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