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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$12.11
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets615.53M
Vanguard 500 Index Investor
Price$578.35
Change+$1.84 (+0.32%)
VolumeN/A
Net Assets1.49T
JRSDX vs VFINX Comparison Chart in %
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JRSDX vs. VFINX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. JRSDX (616M). JRSDX (1.13) and VFINX (1.12) have matching dividends . JRSDX was incepted earlier than VFINX: JRSDX (11 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 : 10.24 vs. JRSDX (7.37). VFINX return over 5 years is better than : 93.80 vs. JRSDX (8.05).
| JRSDX | VFINX | JRSDX / VFINX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | 4.498 | 6.224 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 616M | 1.49T | 0% |
| Annual Yield % from dividends | 1.13 | 1.12 | 101% |
| Returns for 1 year | 7.37 | 10.24 | 72% |
| Returns for 3 years | 43.77 | 61.76 | 71% |
| Returns for 5 years | 8.05 | 93.80 | 9% |
| Returns for 10 years | 50.21 | 194.02 | 26% |
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