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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$12.35
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets615.53M
FXAIX vs JRSTX Comparison Chart in %
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FXAIX vs. JRSTX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. JRSTX (616M). FXAIX pays higher dividends than JRSTX: FXAIX (1.20) vs JRSTX (0.96). 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 : 19.88 vs. JRSTX (14.73). FXAIX return over 5 years is better than : 114.10 vs. JRSTX (10.02).
| 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 | 9.386 | 6.742 | 139% |
| 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 | 0.96 | 124% |
| Returns for 1 year | 19.88 | 14.73 | 135% |
| Returns for 3 years | 70.40 | 43.19 | 163% |
| Returns for 5 years | 114.10 | 10.02 | 1,138% |
| Returns for 10 years | 235.25 | 53.34 | 441% |
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