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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$11.96
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets621.74M
FXAIX vs JRSTX Comparison Chart
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FXAIX vs. JRSTX commentary
Jan 31, 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 StrongBuy and JRSTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. JRSTX (622M). FXAIX pays higher dividends than JRSTX: FXAIX (1.31) vs JRSTX (0.46). FXAIX was incepted earlier than JRSTX: FXAIX (14 years) vs JRSTX (16 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 : 26.33 vs. JRSTX (22.98). FXAIX return over 5 years is better than : 102.48 vs. JRSTX (6.46).
| FXAIX | JRSTX | FXAIX / JRSTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 2.752 | 3.371 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 622M | 99,518% |
| Annual Yield % from dividends | 1.31 | 0.46 | 284% |
| Returns for 1 year | 26.33 | 22.98 | 115% |
| Returns for 3 years | 40.05 | 27.65 | 145% |
| Returns for 5 years | 102.48 | 6.46 | 1,587% |
| Returns for 10 years | 225.00 | 34.72 | 648% |
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