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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$10.95
Change-$0.10 (-0.90%)
VolumeN/A
Net Assets619.4M
FXAIX vs JRSTX Comparison Chart
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FXAIX vs. JRSTX commentary
Mar 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 Hold and JRSTX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. JRSTX (619M). FXAIX pays higher dividends than JRSTX: FXAIX (1.23) vs JRSTX (0.99). 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 : 11.18 vs. JRSTX (8.75). FXAIX return over 5 years is better than : 144.54 vs. JRSTX (26.46).
| 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 | -4.305 | -4.494 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 619M | 102,100% |
| Annual Yield % from dividends | 1.23 | 0.99 | 124% |
| Returns for 1 year | 11.18 | 8.75 | 128% |
| Returns for 3 years | 39.80 | 21.32 | 187% |
| Returns for 5 years | 144.54 | 26.46 | 546% |
| Returns for 10 years | 196.84 | 22.18 | 888% |
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