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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$11.86
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$557.05
Change-$0.18 (-0.03%)
VolumeN/A
CapitalizationN/A
JRSTX vs VFIAX Comparison Chart
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JRSTX vs. VFIAX commentary
Dec 27, 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 JRSTX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. JRSTX (637M). VFIAX pays higher dividends than JRSTX: VFIAX (1.32) vs JRSTX (0.46). JRSTX was incepted earlier than VFIAX: JRSTX (15 years) vs VFIAX (24 years). JRSTX is a more actively managed with annual turnover of: 313.00 vs. VFIAX (2.00). JRSTX has a lower initial minimum investment than VFIAX: JRSTX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 27.15 vs. JRSTX (23.85). VFIAX return over 5 years is better than : 86.59 vs. JRSTX (8.33).
| JRSTX | VFIAX | JRSTX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 23.337 | 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 | 0.46 | 1.32 | 35% |
| Returns for 1 year | 23.85 | 27.15 | 88% |
| Returns for 3 years | 18.51 | 27.92 | 66% |
| Returns for 5 years | 8.33 | 86.59 | 10% |
| Returns for 10 years | 33.33 | 189.70 | 18% |