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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$11.56
Change-$0.35 (-2.94%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$543.37
Change-$16.51 (-2.95%)
VolumeN/A
CapitalizationN/A
JRSDX vs VFINX Comparison Chart
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JRSDX vs. VFINX commentary
Dec 19, 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 Hold and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. JRSDX (637M). 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 : 27.63 vs. JRSDX (25.09). VFINX return over 5 years is better than : 88.65 vs. JRSDX (10.18).
| 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 | 24.061 | 27.275 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 637M | 1.37T | 0% |
| Annual Yield % from dividends | 0.51 | 1.24 | 41% |
| Returns for 1 year | 25.09 | 27.63 | 91% |
| Returns for 3 years | -7.11 | 30.99 | -23% |
| Returns for 5 years | 10.18 | 88.65 | 11% |
| Returns for 10 years | N/A | 193.62 | - |
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