Ad is loading...
JRSAX vs VFIAX
JRSAX vs VFIAX Comparison
Open Charts JRSAX vs VFIAX
JH Adaptive Risk Mgd U.S. Eq A
Price$12.15
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$539.32
Change-$0.09 (-0.02%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JRSAX vs VFIAX Comparison Chart
Loading...
JRSAX vs. VFIAX commentary
Oct 18, 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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. JRSAX (638M). 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 : 33.69 vs. JRSAX (27.03). VFIAX return over 5 years is better than : 95.76 vs. JRSAX (7.06).
| 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 | 22.133 | 22.645 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 1.28T | 0% |
| Annual Yield % from dividends | 0.40 | 1.32 | 30% |
| Returns for 1 year | 27.03 | 33.69 | 80% |
| Returns for 3 years | -5.07 | 30.72 | -16% |
| Returns for 5 years | 7.06 | 95.76 | 7% |
| Returns for 10 years | 11.49 | 211.70 | 5% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers