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JRSTX vs VFIAX
JRSTX vs VFIAX Comparison
Open Charts JRSTX vs VFIAX
JH Adaptive Risk Mgd U.S. Eq T
Price$10.52
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets586.91M
Vanguard 500 Index Admiral
Price$487.66
Change+$0.66 (+0.14%)
VolumeN/A
Net Assets1.32T
JRSTX vs VFIAX Comparison Chart
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JRSTX vs. VFIAX commentary
Apr 19, 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 JRSTX is a Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. JRSTX (587M). VFIAX pays higher dividends than JRSTX: VFIAX (1.35) vs JRSTX (1.05). JRSTX was incepted earlier than VFIAX: JRSTX (16 years) vs VFIAX (24 years). JRSTX (0.81) is less costly to investors than VFIAX (0.04). JRSTX is a more actively managed with annual turnover of: 250.00 vs. VFIAX (2.00). JRSTX has a lower initial minimum investment than VFIAX: JRSTX (2500) vs VFIAX (3000). JRSTX (5.28) and VFIAX (5.24) have marching annual gain over last year. VFIAX return over 5 years is better than : 83.83 vs. JRSTX (8.66).
| JRSTX | VFIAX | JRSTX / VFIAX | |
| Total Expense Ratio | 0.81 | 0.04 | 2,025% |
| Annual Report Gross Expense Ratio | 0.81 | 0.04 | 2,025% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -9.075 | -10.139 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 1.32T | 0% |
| Annual Yield % from dividends | 1.05 | 1.35 | 78% |
| Returns for 1 year | 5.28 | 5.24 | 101% |
| Returns for 3 years | 10.68 | 20.37 | 52% |
| Returns for 5 years | 8.66 | 83.83 | 10% |
| Returns for 10 years | 14.54 | 151.93 | 10% |
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