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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$11.62
Change-$0.01 (-0.09%)
VolumeN/A
CapitalizationN/A
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FXAIX vs JRSTX Comparison Chart
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FXAIX vs. JRSTX commentary
Sep 21, 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 Buy and JRSTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. JRSTX (632M). FXAIX pays higher dividends than JRSTX: FXAIX (1.31) vs JRSTX (0.46). FXAIX was incepted earlier than JRSTX: FXAIX (13 years) vs JRSTX (15 years). JRSTX is a more actively managed with annual turnover of: 313.00 vs. FXAIX (3.00). 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 : 33.63 vs. JRSTX (24.76). FXAIX return over 5 years is better than : 104.21 vs. JRSTX (4.87).
| FXAIX | JRSTX | FXAIX / JRSTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 20.776 | 19.773 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 632M | 92,563% |
| Annual Yield % from dividends | 1.31 | 0.46 | 284% |
| Returns for 1 year | 33.63 | 24.76 | 136% |
| Returns for 3 years | 37.19 | -8.26 | -450% |
| Returns for 5 years | 104.21 | 4.87 | 2,139% |
| Returns for 10 years | 212.82 | 4.09 | 5,209% |
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