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JRSCX vs VFIAX
JRSCX vs VFIAX Comparison
Open Charts JRSCX vs VFIAX
JH Adaptive Risk Mgd U.S. Eq C
Price$11.45
Change-$0.20 (-1.72%)
VolumeN/A
Net Assets633.76M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
JRSCX vs VFIAX Comparison Chart
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JRSCX 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 JRSCX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. JRSCX (634M). VFIAX pays higher dividends than JRSCX: VFIAX (1.32) vs JRSCX (0.03). JRSCX was incepted earlier than VFIAX: JRSCX (19 years) vs VFIAX (24 years). JRSCX is a more actively managed with annual turnover of: 313.00 vs. VFIAX (2.00). JRSCX has a lower initial minimum investment than VFIAX: JRSCX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 18.28 vs. JRSCX (15.54). VFIAX return over 5 years is better than : 80.17 vs. JRSCX (-3.31).
| JRSCX | VFIAX | JRSCX / 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 | 1.778 | 2.414 | 74% |
| 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 | 0.03 | 1.32 | 3% |
| Returns for 1 year | 15.54 | 18.28 | 85% |
| Returns for 3 years | 25.54 | 39.78 | 64% |
| Returns for 5 years | -3.31 | 80.17 | -4% |
| Returns for 10 years | 17.82 | 184.37 | 10% |
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