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JRSAX vs VFIAX
JRSAX vs VFIAX Comparison
Open Charts JRSAX vs VFIAX
JH Adaptive Risk Mgd U.S. Eq A
Price$12.08
Change-$0.20 (-1.63%)
VolumeN/A
Net Assets633.76M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
JRSAX vs VFIAX Comparison Chart
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JRSAX vs. VFIAX commentary
Feb 23, 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 JRSAX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. JRSAX (634M). VFIAX pays higher dividends than JRSAX: VFIAX (1.32) vs JRSAX (0.40). JRSAX was incepted earlier than VFIAX: JRSAX (19 years) vs VFIAX (24 years). JRSAX is a more actively managed with annual turnover of: 313.00 vs. VFIAX (2.00). JRSAX has a lower initial minimum investment than VFIAX: JRSAX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 18.28 vs. JRSAX (16.60). VFIAX return over 5 years is better than : 80.17 vs. JRSAX (1.63).
| JRSAX | VFIAX | JRSAX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 1.941 | 2.414 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 1.41T | 0% |
| Annual Yield % from dividends | 0.40 | 1.32 | 30% |
| Returns for 1 year | 16.60 | 18.28 | 91% |
| Returns for 3 years | 28.45 | 39.78 | 72% |
| Returns for 5 years | 1.63 | 80.17 | 2% |
| Returns for 10 years | 28.73 | 184.37 | 16% |
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