Interact to see
Advertisement
Advertisement
JRSAX vs VFIAX
JRSAX vs VFIAX Comparison
Open Charts JRSAX vs VFIAX
JH Adaptive Risk Mgd U.S. Eq A
Price$11.88
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets598.42M
Vanguard 500 Index Admiral
Price$552.27
Change-$1.17 (-0.21%)
VolumeN/A
Net Assets1.43T
JRSAX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JRSAX vs. VFIAX commentary
Jun 22, 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 Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. JRSAX (598M). VFIAX pays higher dividends than JRSAX: VFIAX (1.28) vs JRSAX (0.88). JRSAX was incepted earlier than VFIAX: JRSAX (19 years) vs VFIAX (25 years). JRSAX (0.90) is less costly to investors than VFIAX (0.04). JRSAX is a more actively managed with annual turnover of: 250.00 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 : 9.07 vs. JRSAX (6.61). VFIAX return over 5 years is better than : 92.49 vs. JRSAX (8.92).
| JRSAX | VFIAX | JRSAX / VFIAX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 0.90 | 0.04 | 2,250% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 0.253 | 1.766 | 14% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 1.43T | 0% |
| Annual Yield % from dividends | 0.88 | 1.28 | 69% |
| Returns for 1 year | 6.61 | 9.07 | 73% |
| Returns for 3 years | 40.70 | 58.53 | 70% |
| Returns for 5 years | 8.92 | 92.49 | 10% |
| Returns for 10 years | 44.66 | 182.33 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement