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JRSCX vs VTSMX
JRSCX vs VTSMX Comparison
Open Charts JRSCX vs VTSMX
JH Adaptive Risk Mgd U.S. Eq C
Price$11.63
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets635.98M
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
JRSCX vs VTSMX Comparison Chart in %
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JRSCX vs. VTSMX commentary
Dec 26, 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 JRSCX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JRSCX (636M). VTSMX pays higher dividends than JRSCX: VTSMX (1.02) vs JRSCX (0.00). JRSCX was incepted earlier than VTSMX: JRSCX (20 years) vs VTSMX (34 years). JRSCX (1.69) is less costly to investors than VTSMX (0.14). JRSCX is a more actively managed with annual turnover of: 113.00 vs. VTSMX (2.00). JRSCX has a lower initial minimum investment than VTSMX: JRSCX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.42 vs. JRSCX (0.78). VTSMX return over 5 years is better than : 76.81 vs. JRSCX (4.15).
| JRSCX | VTSMX | JRSCX / VTSMX | |
| Total Expense Ratio | 1.67 | 0.14 | 1,193% |
| Annual Report Gross Expense Ratio | 1.69 | 0.14 | 1,207% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 3.378 | 17.377 | 19% |
| Front Load | N/A | 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 | 0.00 | 1.02 | - |
| Returns for 1 year | 0.78 | 14.42 | 5% |
| Returns for 3 years | 36.07 | 78.00 | 46% |
| Returns for 5 years | 4.15 | 76.81 | 5% |
| Returns for 10 years | 39.16 | 234.96 | 17% |
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