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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$11.62
Change-$0.01 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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JRSTX vs VFIAX Comparison Chart
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JRSTX vs. VFIAX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. JRSTX (632M). 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 : 31.72 vs. JRSTX (24.76). VFIAX return over 5 years is better than : 90.47 vs. JRSTX (4.87).
| 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 | 19.773 | 19.971 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 1.24T | 0% |
| Annual Yield % from dividends | 0.46 | 1.32 | 35% |
| Returns for 1 year | 24.76 | 31.72 | 78% |
| Returns for 3 years | -8.26 | 30.99 | -27% |
| Returns for 5 years | 4.87 | 90.47 | 5% |
| Returns for 10 years | 4.09 | 190.48 | 2% |