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JRSIX vs VTSAX
JRSIX vs VTSAX Comparison
Open Charts JRSIX vs VTSAX
JH Adaptive Risk Mgd U.S. Eq I
Price$12.36
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets635.98M
Vanguard Total Stock Mkt Idx Adm
Price$165.43
Change+$0.52 (+0.32%)
VolumeN/A
Net Assets2.06T
JRSIX vs VTSAX Comparison Chart in %
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JRSIX vs. VTSAX commentary
Dec 27, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. JRSIX (636M). VTSAX (1.11) and JRSIX (1.05) have matching dividends . JRSIX was incepted earlier than VTSAX: JRSIX (20 years) vs VTSAX (25 years). JRSIX (0.65) is less costly to investors than VTSAX (0.04). JRSIX is a more actively managed with annual turnover of: 113.00 vs. VTSAX (2.00). JRSIX has a lower initial minimum investment than VTSAX: JRSIX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.43 vs. JRSIX (1.81). VTSAX return over 5 years is better than : 76.83 vs. JRSIX (10.45).
| JRSIX | VTSAX | JRSIX / VTSAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 4.392 | 17.379 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 2.06T | 0% |
| Annual Yield % from dividends | 1.05 | 1.11 | 95% |
| Returns for 1 year | 1.81 | 14.43 | 13% |
| Returns for 3 years | 40.37 | 78.05 | 52% |
| Returns for 5 years | 10.45 | 76.83 | 14% |
| Returns for 10 years | 54.41 | 235.67 | 23% |
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