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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$11.61
Change-$0.12 (-1.02%)
VolumeN/A
Net Assets598.42M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
JRSDX vs VTSMX Comparison Chart
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JRSDX vs. VTSMX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JRSDX (598M). VTSMX (1.18) and JRSDX (1.17) have matching dividends . JRSDX was incepted earlier than VTSMX: JRSDX (10 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 : 10.06 vs. JRSDX (7.73). VTSMX return over 5 years is better than : 91.36 vs. JRSDX (12.01).
| JRSDX | VTSMX | JRSDX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 0.433 | 1.349 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 1.82T | 0% |
| Annual Yield % from dividends | 1.17 | 1.18 | 99% |
| Returns for 1 year | 7.73 | 10.06 | 77% |
| Returns for 3 years | 41.76 | 57.59 | 73% |
| Returns for 5 years | 12.01 | 91.36 | 13% |
| Returns for 10 years | 48.37 | 178.92 | 27% |
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