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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$12.84
Change+$0.12 (+0.94%)
VolumeN/A
Net Assets639.91M
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
JRSDX vs VTSMX Comparison Chart in %
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JRSDX vs. VTSMX commentary
Oct 21, 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: 2.02T vs. JRSDX (640M). JRSDX (1.05) and VTSMX (1.04) 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 : 13.79 vs. JRSDX (8.21). VTSMX return over 5 years is better than : 84.86 vs. JRSDX (6.81).
| 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 | 10.035 | 13.012 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 2.02T | 0% |
| Annual Yield % from dividends | 1.05 | 1.04 | 101% |
| Returns for 1 year | 8.21 | 13.79 | 59% |
| Returns for 3 years | 55.49 | 76.02 | 73% |
| Returns for 5 years | 6.81 | 84.86 | 8% |
| Returns for 10 years | 63.46 | 225.10 | 28% |
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