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JRSSX vs VFIAX
JRSSX vs VFIAX Comparison
Open Charts JRSSX vs VFIAX
JH Adaptive Risk Mgd U.S. Eq S
Price$11.87
Change-$0.20 (-1.66%)
VolumeN/A
Net Assets633.76M
Vanguard 500 Index Admiral
Price$540.91
Change-$9.64 (-1.75%)
VolumeN/A
Net Assets1.41T
JRSSX vs VFIAX Comparison Chart
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JRSSX vs. VFIAX commentary
Mar 04, 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 JRSSX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. JRSSX (634M). VFIAX pays higher dividends than JRSSX: VFIAX (1.32) vs JRSSX (0.34). JRSSX was incepted earlier than VFIAX: JRSSX (19 years) vs VFIAX (24 years). JRSSX is a more actively managed with annual turnover of: 313.00 vs. VFIAX (2.00). JRSSX has a lower initial minimum investment than VFIAX: JRSSX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.96 vs. JRSSX (13.70). VFIAX return over 5 years is better than : 90.18 vs. JRSSX (3.79).
| JRSSX | VFIAX | JRSSX / 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 | -0.252 | 1.435 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 1.41T | 0% |
| Annual Yield % from dividends | 0.34 | 1.32 | 25% |
| Returns for 1 year | 13.70 | 15.96 | 86% |
| Returns for 3 years | 22.12 | 37.60 | 59% |
| Returns for 5 years | 3.79 | 90.18 | 4% |
| Returns for 10 years | 26.83 | 187.44 | 14% |
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