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JRSAX vs VTSAX
JRSAX vs VTSAX Comparison
Open Charts JRSAX vs VTSAX
JH Adaptive Risk Mgd U.S. Eq A
Price$12.36
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets635.98M
Vanguard Total Stock Mkt Idx Adm
Price$165.34
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
JRSAX vs VTSAX Comparison Chart in %
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JRSAX vs. VTSAX commentary
Dec 27, 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 JRSAX is a StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. JRSAX (636M). VTSAX pays higher dividends than JRSAX: VTSAX (1.11) vs JRSAX (0.78). JRSAX was incepted earlier than VTSAX: JRSAX (20 years) vs VTSAX (25 years). JRSAX (0.90) is less costly to investors than VTSAX (0.04). JRSAX is a more actively managed with annual turnover of: 113.00 vs. VTSAX (2.00). JRSAX has a lower initial minimum investment than VTSAX: JRSAX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.43 vs. JRSAX (1.73). VTSAX return over 5 years is better than : 76.83 vs. JRSAX (9.35).
| JRSAX | VTSAX | JRSAX / VTSAX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 0.90 | 0.04 | 2,250% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 4.304 | 17.379 | 25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 2.06T | 0% |
| Annual Yield % from dividends | 0.78 | 1.11 | 71% |
| Returns for 1 year | 1.73 | 14.43 | 12% |
| Returns for 3 years | 39.61 | 78.05 | 51% |
| Returns for 5 years | 9.35 | 76.83 | 12% |
| Returns for 10 years | 51.99 | 235.67 | 22% |
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