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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$11.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets576.3M
FXAIX vs JRSTX Comparison Chart
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FXAIX vs. JRSTX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. JRSTX (576M). FXAIX pays higher dividends than JRSTX: FXAIX (1.34) 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 : 9.99 vs. JRSTX (7.41). FXAIX return over 5 years is better than : 108.40 vs. JRSTX (12.70).
| 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 | -3.366 | -3.284 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 576M | 103,125% |
| Annual Yield % from dividends | 1.34 | 1.05 | 128% |
| Returns for 1 year | 9.99 | 7.41 | 135% |
| Returns for 3 years | 48.07 | 30.18 | 159% |
| Returns for 5 years | 108.40 | 12.70 | 854% |
| Returns for 10 years | 194.80 | 41.72 | 467% |