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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$13.16
Change+$0.12 (+0.92%)
VolumeN/A
Net Assets639.91M
Vanguard Total Stock Mkt Idx Adm
Price$161.08
Change+$1.79 (+1.12%)
VolumeN/A
Net Assets2.02T
JRSIX vs VTSAX Comparison Chart in %
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JRSIX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. JRSIX (640M). VTSAX pays higher dividends than JRSIX: VTSAX (1.13) vs JRSIX (1.07). 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 : 13.81 vs. JRSIX (8.95). VTSAX return over 5 years is better than : 84.90 vs. JRSIX (10.95).
| 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 | 11.149 | 13.023 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 2.02T | 0% |
| Annual Yield % from dividends | 1.07 | 1.13 | 94% |
| Returns for 1 year | 8.95 | 13.81 | 65% |
| Returns for 3 years | 58.60 | 76.08 | 77% |
| Returns for 5 years | 10.95 | 84.90 | 13% |
| Returns for 10 years | 66.20 | 225.85 | 29% |
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