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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$12.02
Change-$0.10 (-0.83%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$549.69
Change-$3.28 (-0.59%)
VolumeN/A
CapitalizationN/A
JRSTX vs VFIAX Comparison Chart
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JRSTX vs. VFIAX commentary
Nov 15, 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. JRSTX (638M). 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 : 33.16 vs. JRSTX (26.90). VFIAX return over 5 years is better than : 91.75 vs. JRSTX (8.45).
| 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 | 24.820 | 25.728 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 1.28T | 0% |
| Annual Yield % from dividends | 0.46 | 1.32 | 35% |
| Returns for 1 year | 26.90 | 33.16 | 81% |
| Returns for 3 years | -6.27 | 27.84 | -23% |
| Returns for 5 years | 8.45 | 91.75 | 9% |
| Returns for 10 years | 6.01 | 195.05 | 3% |
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