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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$12.46
Change+$0.11 (+0.89%)
VolumeN/A
Net Assets598.42M
Vanguard Total Stock Market Idx I
Price$150.04
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JRSIX vs VITSX Comparison Chart in %
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JRSIX vs. VITSX commentary
Jul 07, 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: 1.82T vs. JRSIX (598M). VITSX pays higher dividends than JRSIX: VITSX (1.22) vs JRSIX (1.15). 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 : 13.90 vs. JRSIX (10.67). VITSX return over 5 years is better than : 95.64 vs. JRSIX (13.89).
| 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 | 5.236 | 6.423 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 1.82T | 0% |
| Annual Yield % from dividends | 1.15 | 1.22 | 94% |
| Returns for 1 year | 10.67 | 13.90 | 77% |
| Returns for 3 years | 43.49 | 62.12 | 70% |
| Returns for 5 years | 13.89 | 95.64 | 15% |
| Returns for 10 years | 55.98 | 198.64 | 28% |
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