Ad is loading...
Ad is loading...
JRSIX vs VFIAX
JRSIX vs VFIAX Comparison
Open Charts JRSIX vs VFIAX
JH Adaptive Risk Mgd U.S. Eq I
Price$12.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$549.91
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JRSIX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JRSIX vs. VFIAX commentary
Nov 22, 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 JRSIX is a StrongBuy and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. JRSIX (607M). VFIAX pays higher dividends than JRSIX: VFIAX (1.32) vs JRSIX (0.53). JRSIX was incepted earlier than VFIAX: JRSIX (19 years) vs VFIAX (24 years). JRSIX is a more actively managed with annual turnover of: 313.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than JRSIX: VFIAX (3000) vs JRSIX (1000000). VFIAX annual gain was more profitable for investors over the last year : 30.58 vs. JRSIX (24.62). VFIAX return over 5 years is better than : 91.24 vs. JRSIX (9.28).
| JRSIX | VFIAX | JRSIX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 24.145 | 25.032 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 1.28T | 0% |
| Annual Yield % from dividends | 0.53 | 1.32 | 40% |
| Returns for 1 year | 24.62 | 30.58 | 81% |
| Returns for 3 years | -5.65 | 27.07 | -21% |
| Returns for 5 years | 9.28 | 91.24 | 10% |
| Returns for 10 years | 5.39 | 189.08 | 3% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DEOPX | 25.93 | 0.43 | +1.69% |
| Davenport Equity Opportunities | |||
| JVMCX | 29.97 | 0.39 | +1.32% |
| JHancock Disciplined Value Mid Cap C | |||
| HEIIX | 14.95 | 0.05 | +0.34% |
| Hennessy Equity and Income Institutional | |||
| ALOYX | 18.54 | N/A | N/A |
| Alger Mid Cap Focus Y | |||
| GEMSX | 21.24 | N/A | N/A |
| Goldman Sachs Emerging Markets Eq Svc | |||