Interact to see
Advertisement
Advertisement
JRSDX vs VSTSX
JRSDX vs VSTSX Comparison
Open Charts JRSDX vs VSTSX
JH Adaptive Risk Mgd U.S. Eq D
Price$12.35
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets615.53M
Vanguard Total Stock Mkt Idx Instl Sel
Price$300.61
Change+$1.32 (+0.44%)
VolumeN/A
Net Assets1.91T
JRSDX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JRSDX vs. VSTSX commentary
Jul 28, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. JRSDX (616M). VSTSX pays higher dividends than JRSDX: VSTSX (1.23) vs JRSDX (1.13). JRSDX was incepted earlier than VSTSX: JRSDX (11 years) vs VSTSX (9 years). JRSDX (0.70) is less costly to investors than VSTSX (0.01). JRSDX is a more actively managed with annual turnover of: 250.00 vs. VSTSX (2.00). JRSDX has a lower initial minimum investment than VSTSX: JRSDX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 17.78 vs. JRSDX (14.92). VSTSX return over 5 years is better than : 93.67 vs. JRSDX (10.66).
| JRSDX | VSTSX | JRSDX / VSTSX | |
| Total Expense Ratio | 0.70 | 0.01 | 7,000% |
| Annual Report Gross Expense Ratio | 0.70 | 0.01 | 7,000% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 6.834 | 8.300 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 616M | 1.91T | 0% |
| Annual Yield % from dividends | 1.13 | 1.23 | 92% |
| Returns for 1 year | 14.92 | 17.78 | 84% |
| Returns for 3 years | 43.69 | 60.72 | 72% |
| Returns for 5 years | 10.66 | 93.67 | 11% |
| Returns for 10 years | 54.74 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement