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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$12.04
Change+$0.13 (+1.09%)
VolumeN/A
Net Assets576.3M
Vanguard 500 Index Admiral
Price$554.95
Change+$5.71 (+1.04%)
VolumeN/A
Net Assets1.43T
JRSSX vs VFIAX Comparison Chart
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JRSSX vs. VFIAX 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 JRSSX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. JRSSX (576M). VFIAX pays higher dividends than JRSSX: VFIAX (1.28) vs JRSSX (0.00). JRSSX was incepted earlier than VFIAX: JRSSX (19 years) vs VFIAX (25 years). JRSSX (1.07) is less costly to investors than VFIAX (0.04). JRSSX is a more actively managed with annual turnover of: 250.00 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 : 10.99 vs. JRSSX (8.87). VFIAX return over 5 years is better than : 85.80 vs. JRSSX (6.59).
| JRSSX | VFIAX | JRSSX / VFIAX | |
| Total Expense Ratio | 1.07 | 0.04 | 2,675% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 0.084 | 1.208 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 576M | 1.43T | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | 8.87 | 10.99 | 81% |
| Returns for 3 years | 28.09 | 42.76 | 66% |
| Returns for 5 years | 6.59 | 85.80 | 8% |
| Returns for 10 years | 46.39 | 185.59 | 25% |
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