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FXAIX vs JRSTX
FXAIX vs JRSTX Comparison
Open Charts FXAIX vs JRSTX
JH Adaptive Risk Mgd U.S. Eq T
Price$10.52
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets586.91M
FXAIX vs JRSTX Comparison Chart
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FXAIX vs. JRSTX commentary
Apr 19, 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 JRSTX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. JRSTX (587M). FXAIX pays higher dividends than JRSTX: FXAIX (1.30) vs JRSTX (1.05). FXAIX was incepted earlier than JRSTX: FXAIX (14 years) vs JRSTX (16 years). JRSTX (0.81) is less costly to investors than FXAIX (0.01). JRSTX is a more actively managed with annual turnover of: 250.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than JRSTX: FXAIX (0) vs JRSTX (2500). FXAIX annual gain was more profitable for investors over the last year : 6.59 vs. JRSTX (5.28). FXAIX return over 5 years is better than : 98.36 vs. JRSTX (8.66).
| FXAIX | JRSTX | FXAIX / JRSTX | |
| Total Expense Ratio | 0.01 | 0.81 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.81 | 2% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | -9.851 | -9.075 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 587M | 101,874% |
| Annual Yield % from dividends | 1.30 | 1.05 | 124% |
| Returns for 1 year | 6.59 | 5.28 | 125% |
| Returns for 3 years | 25.93 | 10.68 | 243% |
| Returns for 5 years | 98.36 | 8.66 | 1,135% |
| Returns for 10 years | 175.23 | 14.54 | 1,205% |
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