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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$12.03
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets635.98M
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
JRSDX vs VTSMX Comparison Chart in %
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JRSDX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JRSDX (636M). JRSDX (1.04) and VTSMX (1.02) have matching dividends . 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 : 14.42 vs. JRSDX (1.52). VTSMX return over 5 years is better than : 76.81 vs. JRSDX (9.37).
| 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 | 4.066 | 17.377 | 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 | 1.02 | 102% |
| Returns for 1 year | 1.52 | 14.42 | 11% |
| Returns for 3 years | 39.69 | 78.00 | 51% |
| Returns for 5 years | 9.37 | 76.81 | 12% |
| Returns for 10 years | 53.04 | 234.96 | 23% |
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