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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$11.25
Change-$0.12 (-1.06%)
VolumeN/A
Net Assets598.42M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
JRSCX vs VTSMX Comparison Chart
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JRSCX vs. VTSMX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JRSCX (598M). VTSMX pays higher dividends than JRSCX: VTSMX (1.18) vs JRSCX (0.00). JRSCX was incepted earlier than VTSMX: JRSCX (19 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 : 10.06 vs. JRSCX (7.76). VTSMX return over 5 years is better than : 91.36 vs. JRSCX (6.22).
| 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 | 19 years | 33 years | - |
| Gain YTD | 0.000 | 1.349 | - |
| 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 | 1.18 | - |
| Returns for 1 year | 7.76 | 10.06 | 77% |
| Returns for 3 years | 37.83 | 57.59 | 66% |
| Returns for 5 years | 6.22 | 91.36 | 7% |
| Returns for 10 years | 34.82 | 178.92 | 19% |
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