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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$11.95
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets615.53M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JRSCX vs VTSMX Comparison Chart in %
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JRSCX vs. VTSMX commentary
Jul 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 JRSCX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JRSCX (616M). VTSMX pays higher dividends than JRSCX: VTSMX (1.12) vs JRSCX (0.00). JRSCX was incepted earlier than VTSMX: JRSCX (20 years) vs VTSMX (33 years). JRSCX (1.66) is less costly to investors than VTSMX (0.14). JRSCX is a more actively managed with annual turnover of: 250.00 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 : 17.75 vs. JRSCX (13.70). VTSMX return over 5 years is better than : 93.51 vs. JRSCX (4.93).
| JRSCX | VTSMX | JRSCX / VTSMX | |
| Total Expense Ratio | 1.66 | 0.14 | 1,186% |
| Annual Report Gross Expense Ratio | 1.66 | 0.14 | 1,186% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 6.222 | 8.287 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 616M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 13.70 | 17.75 | 77% |
| Returns for 3 years | 39.48 | 60.60 | 65% |
| Returns for 5 years | 4.93 | 93.51 | 5% |
| Returns for 10 years | 40.38 | 200.97 | 20% |
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