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FXAIX
Price
$206.95
Change
-$0.00 (-0.00%)
Updated
Nov 21 closing price
JRSIX
Price
$12.34
Change
-$0.00 (-0.00%)
Updated
Nov 21 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$206.95
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JH Adaptive Risk Mgd U.S. Eq I
Price$12.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FXAIX vs JRSIX Comparison Chart
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FXAIX vs. JRSIX commentary
Nov 22, 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 StrongSell and JRSIX is a StrongBuy.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. JRSIX (607M). 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 : 32.38 vs. JRSIX (24.62). FXAIX return over 5 years is better than : 105.67 vs. JRSIX (9.28).
FXAIXJRSIXFXAIX / JRSIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years19 years-
Gain YTD26.25624.145109%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets593B607M97,694%
Annual Yield % from dividends1.310.53250%
Returns for 1 year32.3824.62132%
Returns for 3 years33.04-5.65-584%
Returns for 5 years105.679.281,139%
Returns for 10 years212.245.393,938%
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