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JRSAX vs VFINX
JRSAX vs VFINX Comparison
Open Charts JRSAX vs VFINX
JH Adaptive Risk Mgd U.S. Eq A
Price$12.15
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$539.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JRSAX vs VFINX Comparison Chart
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JRSAX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. JRSAX (638M). VFINX pays higher dividends than JRSAX: VFINX (1.24) vs JRSAX (0.40). JRSAX was incepted earlier than VFINX: JRSAX (19 years) vs VFINX (48 years). JRSAX is a more actively managed with annual turnover of: 313.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than JRSAX: VFINX (0) vs JRSAX (2500). VFINX annual gain was more profitable for investors over the last year : 33.68 vs. JRSAX (27.03). VFINX return over 5 years is better than : 95.77 vs. JRSAX (7.06).
| JRSAX | VFINX | JRSAX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 48 years | - |
| Gain YTD | 22.133 | 22.637 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 1.28T | 0% |
| Annual Yield % from dividends | 0.40 | 1.24 | 33% |
| Returns for 1 year | 27.03 | 33.68 | 80% |
| Returns for 3 years | -5.07 | 30.72 | -16% |
| Returns for 5 years | 7.06 | 95.77 | 7% |
| Returns for 10 years | 11.49 | 211.64 | 5% |
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