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JRSDX vs VTSAX
JRSDX vs VTSAX Comparison
Open Charts JRSDX vs VTSAX
JH Adaptive Risk Mgd U.S. Eq D
Price$12.03
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets635.98M
Vanguard Total Stock Mkt Idx Adm
Price$165.34
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
JRSDX vs VTSAX Comparison Chart in %
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JRSDX vs. VTSAX commentary
Dec 27, 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 StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. JRSDX (636M). VTSAX pays higher dividends than JRSDX: VTSAX (1.11) vs JRSDX (1.04). JRSDX was incepted earlier than VTSAX: JRSDX (11 years) vs VTSAX (25 years). JRSDX (0.70) is less costly to investors than VTSAX (0.04). JRSDX is a more actively managed with annual turnover of: 113.00 vs. VTSAX (2.00). JRSDX has a lower initial minimum investment than VTSAX: JRSDX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.43 vs. JRSDX (1.52). VTSAX return over 5 years is better than : 76.83 vs. JRSDX (9.37).
| JRSDX | VTSAX | JRSDX / VTSAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.70 | 0.04 | 1,750% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 4.066 | 17.379 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 2.06T | 0% |
| Annual Yield % from dividends | 1.04 | 1.11 | 94% |
| Returns for 1 year | 1.52 | 14.43 | 11% |
| Returns for 3 years | 39.69 | 78.05 | 51% |
| Returns for 5 years | 9.37 | 76.83 | 12% |
| Returns for 10 years | 53.04 | 235.67 | 23% |
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