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JRSDX vs VFINX
JRSDX vs VFINX Comparison
Open Charts JRSDX vs VFINX
JH Adaptive Risk Mgd U.S. Eq D
Price$11.95
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets621.74M
Vanguard 500 Index Investor
Price$560.68
Change+$2.95 (+0.53%)
VolumeN/A
Net Assets1.35T
JRSDX vs VFINX Comparison Chart
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JRSDX vs. VFINX commentary
Jan 31, 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. JRSDX (622M). VFINX pays higher dividends than JRSDX: VFINX (1.24) vs JRSDX (0.51). JRSDX was incepted earlier than VFINX: JRSDX (10 years) vs VFINX (48 years). JRSDX is a more actively managed with annual turnover of: 313.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than JRSDX: VFINX (0) vs JRSDX (2500). VFINX annual gain was more profitable for investors over the last year : 24.72 vs. JRSDX (23.08). VFINX return over 5 years is better than : 87.33 vs. JRSDX (6.98).
| JRSDX | VFINX | JRSDX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 48 years | - |
| Gain YTD | 3.374 | 2.743 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 1.35T | 0% |
| Annual Yield % from dividends | 0.51 | 1.24 | 41% |
| Returns for 1 year | 23.08 | 24.72 | 93% |
| Returns for 3 years | 28.12 | 33.85 | 83% |
| Returns for 5 years | 6.98 | 87.33 | 8% |
| Returns for 10 years | 35.83 | 199.31 | 18% |
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