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JRSDX vs VFFSX
JRSDX vs VFFSX Comparison
Open Charts JRSDX vs VFFSX
JH Adaptive Risk Mgd U.S. Eq D
Price$11.74
Change+$0.11 (+0.95%)
VolumeN/A
Net Assets621.74M
Vanguard 500 Index Institutional Select
Price$293.54
Change+$2.91 (+1.00%)
VolumeN/A
Net Assets1.35T
JRSDX vs VFFSX Comparison Chart
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JRSDX vs. VFFSX commentary
Jan 19, 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 JRSDX is a StrongBuy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.35T vs. JRSDX (622M). VFFSX pays higher dividends than JRSDX: VFFSX (1.33) vs JRSDX (0.51). JRSDX was incepted earlier than VFFSX: JRSDX (10 years) vs VFFSX (9 years). JRSDX is a more actively managed with annual turnover of: 313.00 vs. VFFSX (2.00). JRSDX has a lower initial minimum investment than VFFSX: JRSDX (2500) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 25.56 vs. JRSDX (21.91). VFFSX return over 5 years is better than : 80.32 vs. JRSDX (4.39).
| JRSDX | VFFSX | JRSDX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 1.557 | 2.012 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 1.35T | 0% |
| Annual Yield % from dividends | 0.51 | 1.33 | 38% |
| Returns for 1 year | 21.91 | 25.56 | 86% |
| Returns for 3 years | 24.33 | 31.20 | 78% |
| Returns for 5 years | 4.39 | 80.32 | 5% |
| Returns for 10 years | 33.84 | N/A | - |
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