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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$12.61
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets615.53M
FXAIX vs JRSIX Comparison Chart in %
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FXAIX vs. JRSIX commentary
Jul 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. JRSIX (616M). FXAIX (1.20) and JRSIX (1.15) have matching dividends . FXAIX was incepted earlier than JRSIX: FXAIX (14 years) vs JRSIX (20 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 : 18.71 vs. JRSIX (14.00). FXAIX return over 5 years is better than : 113.10 vs. JRSIX (11.21).
| 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 | 20 years | - |
| Gain YTD | 8.873 | 6.503 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 616M | 108,117% |
| Annual Yield % from dividends | 1.20 | 1.15 | 104% |
| Returns for 1 year | 18.71 | 14.00 | 134% |
| Returns for 3 years | 67.64 | 43.62 | 155% |
| Returns for 5 years | 113.10 | 11.21 | 1,009% |
| Returns for 10 years | 237.84 | 56.66 | 420% |
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