Interact to see
Advertisement
Advertisement
JRSAX vs VTSAX
JRSAX vs VTSAX Comparison
Open Charts JRSAX vs VTSAX
JH Adaptive Risk Mgd U.S. Eq A
Price$13.18
Change-$0.23 (-1.72%)
VolumeN/A
Net Assets635.7M
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
JRSAX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JRSAX vs. VTSAX commentary
Nov 14, 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: 2.05T vs. JRSAX (636M). VTSAX pays higher dividends than JRSAX: VTSAX (1.11) vs JRSAX (0.79). 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 : 11.52 vs. JRSAX (9.17). VTSAX return over 5 years is better than : 80.80 vs. JRSAX (10.07).
| 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 | 13.165 | 13.952 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 2.05T | 0% |
| Annual Yield % from dividends | 0.79 | 1.11 | 71% |
| Returns for 1 year | 9.17 | 11.52 | 80% |
| Returns for 3 years | 46.06 | 66.89 | 69% |
| Returns for 5 years | 10.07 | 80.80 | 12% |
| Returns for 10 years | 71.06 | 225.71 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement