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JRSAX vs VTSMX
JRSAX vs VTSMX Comparison
Open Charts JRSAX vs VTSMX
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 I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
JRSAX vs VTSMX Comparison Chart in %
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JRSAX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JRSAX (636M). VTSMX pays higher dividends than JRSAX: VTSMX (1.02) vs JRSAX (0.78). JRSAX was incepted earlier than VTSMX: JRSAX (20 years) vs VTSMX (34 years). JRSAX (0.90) is less costly to investors than VTSMX (0.14). JRSAX is a more actively managed with annual turnover of: 113.00 vs. VTSMX (2.00). JRSAX has a lower initial minimum investment than VTSMX: JRSAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.42 vs. JRSAX (1.73). VTSMX return over 5 years is better than : 76.81 vs. JRSAX (9.35).
| JRSAX | VTSMX | JRSAX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 0.90 | 0.14 | 643% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 4.304 | 17.377 | 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 | 1.02 | 77% |
| Returns for 1 year | 1.73 | 14.42 | 12% |
| Returns for 3 years | 39.61 | 78.00 | 51% |
| Returns for 5 years | 9.35 | 76.81 | 12% |
| Returns for 10 years | 51.99 | 234.96 | 22% |
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