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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$12.31
Change+$0.05 (+0.41%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$551.84
Change+$1.93 (+0.35%)
VolumeN/A
CapitalizationN/A
JRSSX vs VFIAX Comparison Chart
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JRSSX vs. VFIAX commentary
Nov 23, 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 JRSSX is a StrongBuy and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. JRSSX (607M). 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 : 31.04 vs. JRSSX (24.68). VFIAX return over 5 years is better than : 91.91 vs. JRSSX (7.78).
| 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 | 24.218 | 25.471 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 1.28T | 0% |
| Annual Yield % from dividends | 0.34 | 1.32 | 25% |
| Returns for 1 year | 24.68 | 31.04 | 80% |
| Returns for 3 years | -6.25 | 27.30 | -23% |
| Returns for 5 years | 7.78 | 91.91 | 8% |
| Returns for 10 years | 2.68 | 190.38 | 1% |
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