Interact to see
Advertisement
Advertisement
JRSDX vs VTSMX
JRSDX vs VTSMX Comparison
Open Charts JRSDX vs VTSMX
JH Adaptive Risk Mgd U.S. Eq D
Price$11.95
Change-$0.06 (-0.50%)
VolumeN/A
Net Assets622.26M
Vanguard Total Stock Mkt Idx I
Price$164.61
Change-$0.80 (-0.48%)
VolumeN/A
Net Assets2.06T
JRSDX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JRSDX vs. VTSMX commentary
Feb 05, 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 (1.00) vs JRSDX (0.56). 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 : 13.39 vs. JRSDX (1.08). VTSMX return over 5 years is better than : 66.43 vs. JRSDX (5.05).
| 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 | 0.674 | 0.883 | 76% |
| 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 | 0.56 | 1.00 | 56% |
| Returns for 1 year | 1.08 | 13.39 | 8% |
| Returns for 3 years | 30.61 | 63.20 | 48% |
| Returns for 5 years | 5.05 | 66.43 | 8% |
| Returns for 10 years | 62.82 | 268.39 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| NBS.X | 0.000086 | 0.000007 | +9.39% |
| New BitShares cryptocurrency | |||
| BONK.X | 0.000007 | N/A | -0.88% |
| Bonk cryptocurrency | |||
| T.X | 0.007747 | -0.000282 | -3.51% |
| Threshold cryptocurrency | |||
| OSMO.X | 0.040353 | -0.001593 | -3.80% |
| Osmosis cryptocurrency | |||
| BETA.X | 0.010406 | -0.002144 | -17.09% |
| Beta Finance cryptocurrency | |||