JRSAX
Price
$11.85
Change
-$0.36 (-2.95%)
Updated
Dec 18 closing price
VFIAX
Price
$543.40
Change
-$16.50 (-2.95%)
Updated
Dec 18 closing price
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JRSAX vs VFIAX

Header iconJRSAX vs VFIAX Comparison
Open Charts JRSAX vs VFIAXBanner chart's image
JH Adaptive Risk Mgd U.S. Eq A
Price$11.85
Change-$0.36 (-2.95%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
JRSAX vs VFIAX Comparison Chart
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JRSAX vs. VFIAX commentary
Dec 19, 2024

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 StrongBuy.

FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. JRSAX (637M). 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 : 27.64 vs. JRSAX (24.78). VFIAX return over 5 years is better than : 88.64 vs. JRSAX (9.82).
JRSAXVFIAXJRSAX / VFIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years24 years-
Gain YTD23.89827.30388%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets637M1.37T0%
Annual Yield % from dividends0.401.3230%
Returns for 1 year24.7827.6490%
Returns for 3 years-7.0330.99-23%
Returns for 5 years9.8288.6411%
Returns for 10 years35.23193.6618%
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