JRSDX
Price
$12.62
Change
-$0.05 (-0.39%)
Updated
Sep 10 closing price
Net Assets
621.25M
VFIAX
Price
$708.02
Change
+$6.07 (+0.86%)
Updated
Sep 11 closing price
Net Assets
1.76T
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JRSDX vs VFIAX

JRSDX vs VFIAX Comparison Chart in %
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JRSDX vs. VFIAX commentary
Sep 13, 2026

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 Buy and VFIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.76T vs. JRSDX (621M). VFIAX pays higher dividends than JRSDX: VFIAX (1.03) vs JRSDX (0.54). JRSDX was incepted earlier than VFIAX: JRSDX (12 years) vs VFIAX (26 years). JRSDX (0.70) is less costly to investors than VFIAX (0.04). JRSDX is a more actively managed with annual turnover of: 67.00 vs. VFIAX (2.00). JRSDX has a lower initial minimum investment than VFIAX: JRSDX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.25 vs. JRSDX (-0.30). VFIAX return over 5 years is better than : 70.39 vs. JRSDX (-0.64).
JRSDXVFIAXJRSDX / VFIAX
Total Expense Ratio0.700.041,750%
Annual Report Gross Expense Ratio0.700.041,750%
Fund Existence12 years26 years-
Gain YTD6.31811.11557%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets621M1.76T0%
Annual Yield % from dividends0.541.0352%
Returns for 1 year-0.3015.25-2%
Returns for 3 years35.0470.2650%
Returns for 5 years-0.6470.39-1%
Returns for 10 years54.78258.3521%
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