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JRSDX vs VSTSX
JRSDX vs VSTSX Comparison
Open Charts JRSDX vs VSTSX
JH Adaptive Risk Mgd U.S. Eq D
Price$12.16
Change+$0.11 (+0.91%)
VolumeN/A
Net Assets598.42M
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
JRSDX vs VSTSX Comparison Chart in %
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JRSDX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. JRSDX (598M). 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 : 13.91 vs. JRSDX (10.60). VSTSX return over 5 years is better than : 95.76 vs. JRSDX (12.78).
| 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 | 5.190 | 6.427 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 1.82T | 0% |
| Annual Yield % from dividends | 1.13 | 1.23 | 92% |
| Returns for 1 year | 10.60 | 13.91 | 76% |
| Returns for 3 years | 43.08 | 62.21 | 69% |
| Returns for 5 years | 12.78 | 95.76 | 13% |
| Returns for 10 years | 54.71 | N/A | - |
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