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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$11.59
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets576.3M
Vanguard 500 Index Investor
Price$549.25
Change-$2.87 (-0.52%)
VolumeN/A
Net Assets1.43T
JRSDX vs VFINX Comparison Chart
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JRSDX vs. VFINX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.43T vs. JRSDX (576M). VFINX (1.18) and JRSDX (1.17) 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 : 11.55 vs. JRSDX (9.51). VFINX return over 5 years is better than : 86.79 vs. JRSDX (8.24).
| 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 | 0.779 | 1.723 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 576M | 1.43T | 0% |
| Annual Yield % from dividends | 1.17 | 1.18 | 99% |
| Returns for 1 year | 9.51 | 11.55 | 82% |
| Returns for 3 years | 31.42 | 44.88 | 70% |
| Returns for 5 years | 8.24 | 86.79 | 9% |
| Returns for 10 years | 50.21 | 187.24 | 27% |
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