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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$12.12
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets618.63M
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
JRSCX vs VTSMX Comparison Chart in %
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JRSCX vs. VTSMX commentary
Sep 09, 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: 1.95T vs. JRSCX (619M). VTSMX pays higher dividends than JRSCX: VTSMX (1.07) 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 : 20.39 vs. JRSCX (12.98). VTSMX return over 5 years is better than : 87.04 vs. JRSCX (4.35).
| 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 | 7.556 | 10.614 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 12.98 | 20.39 | 64% |
| Returns for 3 years | 36.82 | 57.19 | 64% |
| Returns for 5 years | 4.35 | 87.04 | 5% |
| Returns for 10 years | 47.65 | 226.23 | 21% |
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