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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$10.69
Change-$0.48 (-4.30%)
VolumeN/A
Net Assets619.4M
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
JRSDX vs VFINX Comparison Chart
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JRSDX vs. VFINX commentary
Apr 04, 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 Buy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. JRSDX (619M). VFINX (1.24) and JRSDX (1.22) have matching dividends . JRSDX was incepted earlier than VFINX: JRSDX (10 years) vs VFINX (49 years). JRSDX (0.70) is less costly to investors than VFINX (0.14). JRSDX is a more actively managed with annual turnover of: 250.00 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 : 8.85 vs. JRSDX (8.22). VFINX return over 5 years is better than : 127.97 vs. JRSDX (37.73).
| JRSDX | VFINX | JRSDX / VFINX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 10 years | 49 years | - |
| Gain YTD | -3.374 | -3.587 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.4T | 0% |
| Annual Yield % from dividends | 1.22 | 1.24 | 98% |
| Returns for 1 year | 8.22 | 8.85 | 93% |
| Returns for 3 years | 13.43 | 23.83 | 56% |
| Returns for 5 years | 37.73 | 127.97 | 29% |
| Returns for 10 years | 21.91 | 173.04 | 13% |
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