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JRSIX vs VSTSX
JRSIX vs VSTSX Comparison
Open Charts JRSIX vs VSTSX
JH Adaptive Risk Mgd U.S. Eq I
Price$13.16
Change+$0.12 (+0.92%)
VolumeN/A
Net Assets639.91M
Vanguard Total Stock Mkt Idx Instl Sel
Price$317.21
Change+$3.54 (+1.13%)
VolumeN/A
Net Assets2.02T
JRSIX vs VSTSX Comparison Chart in %
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JRSIX vs. VSTSX 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 JRSIX is a StrongBuy and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.02T vs. JRSIX (640M). VSTSX pays higher dividends than JRSIX: VSTSX (1.15) vs JRSIX (1.07). JRSIX was incepted earlier than VSTSX: JRSIX (20 years) vs VSTSX (9 years). JRSIX (0.65) is less costly to investors than VSTSX (0.01). JRSIX is a more actively managed with annual turnover of: 113.00 vs. VSTSX (2.00). JRSIX has a lower initial minimum investment than VSTSX: JRSIX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 14.67 vs. JRSIX (8.95). VSTSX return over 5 years is better than : 89.91 vs. JRSIX (10.95).
| JRSIX | VSTSX | JRSIX / VSTSX | |
| Total Expense Ratio | 0.65 | 0.01 | 6,500% |
| Annual Report Gross Expense Ratio | 0.65 | 0.01 | 6,500% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 11.149 | 14.305 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 2.02T | 0% |
| Annual Yield % from dividends | 1.07 | 1.15 | 93% |
| Returns for 1 year | 8.95 | 14.67 | 61% |
| Returns for 3 years | 58.60 | 77.09 | 76% |
| Returns for 5 years | 10.95 | 89.91 | 12% |
| Returns for 10 years | 66.20 | N/A | - |
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