Ad is loading...
Ad is loading...
JRSDX vs VFINX
JRSDX vs VFINX Comparison
Open Charts JRSDX vs VFINX
JH Adaptive Risk Mgd U.S. Eq D
Price$11.89
Change-$0.14 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$542.53
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
JRSDX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JRSDX vs. VFINX commentary
Nov 18, 2024
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 StrongSell and VFINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. JRSDX (638M). 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 : 30.22 vs. JRSDX (24.29). VFINX return over 5 years is better than : 88.12 vs. JRSDX (6.83).
| 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 | 22.451 | 23.331 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 1.28T | 0% |
| Annual Yield % from dividends | 0.51 | 1.24 | 41% |
| Returns for 1 year | 24.29 | 30.22 | 80% |
| Returns for 3 years | -8.38 | 24.93 | -34% |
| Returns for 5 years | 6.83 | 88.12 | 8% |
| Returns for 10 years | N/A | 187.66 | - |