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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$12.35
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets615.53M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JRSDX vs VTSMX Comparison Chart in %
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JRSDX vs. VTSMX commentary
Jul 28, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JRSDX (616M). 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 : 17.75 vs. JRSDX (14.92). VTSMX return over 5 years is better than : 93.51 vs. JRSDX (10.66).
| 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 | 33 years | - |
| Gain YTD | 6.834 | 8.287 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 616M | 1.91T | 0% |
| Annual Yield % from dividends | 1.13 | 1.12 | 101% |
| Returns for 1 year | 14.92 | 17.75 | 84% |
| Returns for 3 years | 43.69 | 60.60 | 72% |
| Returns for 5 years | 10.66 | 93.51 | 11% |
| Returns for 10 years | 54.74 | 200.97 | 27% |
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