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JRSDX vs VTSMX
JRSDX vs VTSMX Comparison
Open Charts JRSDX vs VTSMX
JH Adaptive Risk Mgd U.S. Eq D
Price$12.09
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets622.26M
Vanguard Total Stock Mkt Idx I
Price$166.44
Change+$0.53 (+0.32%)
VolumeN/A
Net Assets2.06T
JRSDX vs VTSMX Comparison Chart in %
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JRSDX vs. VTSMX commentary
Jan 16, 2026
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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JRSDX (622M). VTSMX pays higher dividends than JRSDX: VTSMX (1.02) vs JRSDX (0.57). JRSDX was incepted earlier than VTSMX: JRSDX (11 years) vs VTSMX (34 years). JRSDX (0.70) is less costly to investors than VTSMX (0.14). JRSDX is a more actively managed with annual turnover of: 113.00 vs. VTSMX (2.00). JRSDX has a lower initial minimum investment than VTSMX: JRSDX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.53 vs. JRSDX (4.19). VTSMX return over 5 years is better than : 74.18 vs. JRSDX (8.28).
| JRSDX | VTSMX | JRSDX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 1.853 | 2.004 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 2.06T | 0% |
| Annual Yield % from dividends | 0.57 | 1.02 | 56% |
| Returns for 1 year | 4.19 | 16.53 | 25% |
| Returns for 3 years | 35.17 | 71.44 | 49% |
| Returns for 5 years | 8.28 | 74.18 | 11% |
| Returns for 10 years | 64.15 | 271.53 | 24% |
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