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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$10.95
Change-$0.10 (-0.90%)
VolumeN/A
Net Assets619.4M
Vanguard 500 Index Admiral
Price$515.45
Change-$3.93 (-0.76%)
VolumeN/A
Net Assets1.4T
JRSTX vs VFIAX Comparison Chart
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JRSTX vs. VFIAX commentary
Mar 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. JRSTX (619M). VFIAX pays higher dividends than JRSTX: VFIAX (1.22) vs JRSTX (0.99). 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). VFIAX annual gain was more profitable for investors over the last year : 9.76 vs. JRSTX (8.75). VFIAX return over 5 years is better than : 127.28 vs. JRSTX (26.46).
| 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 | -4.494 | -4.308 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.4T | 0% |
| Annual Yield % from dividends | 0.99 | 1.22 | 81% |
| Returns for 1 year | 8.75 | 9.76 | 90% |
| Returns for 3 years | 21.32 | 33.61 | 63% |
| Returns for 5 years | 26.46 | 127.28 | 21% |
| Returns for 10 years | 22.18 | 173.37 | 13% |
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