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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$12.20
Change+$0.13 (+1.08%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$557.23
Change+$6.08 (+1.10%)
VolumeN/A
CapitalizationN/A
JRSSX vs VFIAX Comparison Chart
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JRSSX vs. VFIAX commentary
Dec 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. JRSSX (637M). 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 : 27.15 vs. JRSSX (23.73). VFIAX return over 5 years is better than : 86.59 vs. JRSSX (7.87).
| 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 | 23.108 | 26.711 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 637M | 1.37T | 0% |
| Annual Yield % from dividends | 0.34 | 1.32 | 25% |
| Returns for 1 year | 23.73 | 27.15 | 87% |
| Returns for 3 years | 17.79 | 27.92 | 64% |
| Returns for 5 years | 7.87 | 86.59 | 9% |
| Returns for 10 years | 31.51 | 189.70 | 17% |
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