FXAIX
Price
$206.86
Change
-$1.24 (-0.60%)
Updated
Nov 14 closing price
JRSTX
Price
$12.02
Change
-$0.10 (-0.83%)
Updated
Nov 14 closing price
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FXAIX vs JRSTX

Header iconFXAIX vs JRSTX Comparison
Open Charts FXAIX vs JRSTXBanner chart's image
Fidelity 500 Index
Price$206.86
Change-$1.24 (-0.60%)
VolumeN/A
CapitalizationN/A
JH Adaptive Risk Mgd U.S. Eq T
Price$12.02
Change-$0.10 (-0.83%)
VolumeN/A
CapitalizationN/A
FXAIX vs JRSTX Comparison Chart
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FXAIX vs. JRSTX commentary
Nov 15, 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 Buy.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. JRSTX (638M). FXAIX pays higher dividends than JRSTX: FXAIX (1.31) vs JRSTX (0.46). FXAIX was incepted earlier than JRSTX: FXAIX (14 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 : 35.01 vs. JRSTX (26.90). FXAIX return over 5 years is better than : 106.23 vs. JRSTX (8.45).
FXAIXJRSTXFXAIX / JRSTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years15 years-
Gain YTD26.95824.820109%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets593B638M92,947%
Annual Yield % from dividends1.310.46284%
Returns for 1 year35.0126.90130%
Returns for 3 years33.85-6.27-540%
Returns for 5 years106.238.451,257%
Returns for 10 years218.706.013,640%
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