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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$11.77
Change+$0.09 (+0.77%)
VolumeN/A
Net Assets598.42M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JRSCX vs VTSMX Comparison Chart in %
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JRSCX vs. VTSMX commentary
Jul 07, 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: 1.82T vs. JRSCX (598M). 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 : 13.89 vs. JRSCX (9.39). VTSMX return over 5 years is better than : 95.59 vs. JRSCX (6.95).
| 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 | 4.622 | 6.421 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 9.39 | 13.89 | 68% |
| Returns for 3 years | 38.99 | 62.08 | 63% |
| Returns for 5 years | 6.95 | 95.59 | 7% |
| Returns for 10 years | 40.58 | 198.05 | 20% |
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