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JRSIX vs VITSX
JRSIX vs VITSX Comparison
Open Charts JRSIX vs VITSX
JH Adaptive Risk Mgd U.S. Eq I
Price$12.68
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets618.63M
Vanguard Total Stock Market Idx I
Price$154.06
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
JRSIX vs VITSX Comparison Chart in %
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JRSIX vs. VITSX commentary
Aug 18, 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 JRSIX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.91T vs. JRSIX (619M). VITSX pays higher dividends than JRSIX: VITSX (1.19) vs JRSIX (1.12). JRSIX was incepted earlier than VITSX: JRSIX (20 years) vs VITSX (28 years). JRSIX (0.65) is less costly to investors than VITSX (0.03). JRSIX is a more actively managed with annual turnover of: 250.00 vs. VITSX (2.00). JRSIX has a lower initial minimum investment than VITSX: JRSIX (2500) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 16.21 vs. JRSIX (11.16). VITSX return over 5 years is better than : 85.84 vs. JRSIX (8.38).
| JRSIX | VITSX | JRSIX / VITSX | |
| Total Expense Ratio | 0.65 | 0.03 | 2,167% |
| Annual Report Gross Expense Ratio | 0.65 | 0.03 | 2,167% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 7.095 | 9.274 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.91T | 0% |
| Annual Yield % from dividends | 1.12 | 1.19 | 94% |
| Returns for 1 year | 11.16 | 16.21 | 69% |
| Returns for 3 years | 33.97 | 46.82 | 73% |
| Returns for 5 years | 8.38 | 85.84 | 10% |
| Returns for 10 years | 53.69 | 203.16 | 26% |
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