Ad is loading...
FXAIX vs JRSIX
FXAIX vs JRSIX Comparison
Open Charts FXAIX vs JRSIX
JH Adaptive Risk Mgd U.S. Eq I
Price$10.95
Change-$0.50 (-4.37%)
VolumeN/A
Net Assets619.4M
FXAIX vs JRSIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. JRSIX 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 JRSIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. JRSIX (619M). FXAIX (1.30) and JRSIX (1.24) have matching dividends . 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 : 10.29 vs. JRSIX (8.36). FXAIX return over 5 years is better than : 146.07 vs. JRSIX (39.06).
| 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 | -3.262 | -3.294 | 99% |
| 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 | 1.24 | 105% |
| Returns for 1 year | 10.29 | 8.36 | 123% |
| Returns for 3 years | 29.57 | 13.78 | 215% |
| Returns for 5 years | 146.07 | 39.06 | 374% |
| Returns for 10 years | 197.24 | 23.13 | 853% |
View a ticker or compare two or three
VS
VS
Ad is loading...