JRSDX
Price
$12.16
Change
+$0.11 (+0.91%)
Updated
Jul 3 closing price
Net Assets
598.42M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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JRSDX vs VTSMX

Header iconJRSDX vs VTSMX Comparison
Open Charts JRSDX vs VTSMXBanner chart's image
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 I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JRSDX vs VTSMX Comparison Chart in %
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JRSDX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JRSDX (598M). JRSDX (1.13) and VTSMX (1.12) have matching dividends . JRSDX was incepted earlier than VTSMX: JRSDX (11 years) vs VTSMX (33 years). JRSDX (0.70) is less costly to investors than VTSMX (0.14). JRSDX is a more actively managed with annual turnover of: 250.00 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 : 13.89 vs. JRSDX (10.60). VTSMX return over 5 years is better than : 95.59 vs. JRSDX (12.78).
JRSDXVTSMXJRSDX / VTSMX
Total Expense Ratio0.700.14500%
Annual Report Gross Expense Ratio0.700.14500%
Fund Existence11 years33 years-
Gain YTD5.1906.42181%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets598M1.82T0%
Annual Yield % from dividends1.131.12101%
Returns for 1 year10.6013.8976%
Returns for 3 years43.0862.0869%
Returns for 5 years12.7895.5913%
Returns for 10 years54.71198.0528%
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