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JRSDX vs VITSX
JRSDX vs VITSX Comparison
Open Charts JRSDX vs VITSX
JH Adaptive Risk Mgd U.S. Eq D
Price$12.16
Change+$0.11 (+0.91%)
VolumeN/A
Net Assets598.42M
Vanguard Total Stock Market Idx I
Price$150.04
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JRSDX vs VITSX Comparison Chart in %
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JRSDX vs. VITSX 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 JRSDX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.82T vs. JRSDX (598M). VITSX pays higher dividends than JRSDX: VITSX (1.22) vs JRSDX (1.13). JRSDX was incepted earlier than VITSX: JRSDX (11 years) vs VITSX (28 years). JRSDX (0.70) is less costly to investors than VITSX (0.03). JRSDX is a more actively managed with annual turnover of: 250.00 vs. VITSX (2.00). JRSDX has a lower initial minimum investment than VITSX: JRSDX (2500) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 13.90 vs. JRSDX (10.60). VITSX return over 5 years is better than : 95.64 vs. JRSDX (12.78).
| JRSDX | VITSX | JRSDX / VITSX | |
| Total Expense Ratio | 0.70 | 0.03 | 2,333% |
| Annual Report Gross Expense Ratio | 0.70 | 0.03 | 2,333% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 5.190 | 6.423 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 1.82T | 0% |
| Annual Yield % from dividends | 1.13 | 1.22 | 92% |
| Returns for 1 year | 10.60 | 13.90 | 76% |
| Returns for 3 years | 43.08 | 62.12 | 69% |
| Returns for 5 years | 12.78 | 95.64 | 13% |
| Returns for 10 years | 54.71 | 198.64 | 28% |
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