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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$13.20
Change-$0.23 (-1.71%)
VolumeN/A
Net Assets635.7M
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
JRSIX vs VTSAX Comparison Chart in %
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JRSIX vs. VTSAX commentary
Nov 14, 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: 2.05T vs. JRSIX (636M). VTSAX (1.11) and JRSIX (1.06) 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 : 11.52 vs. JRSIX (9.48). VTSAX return over 5 years is better than : 80.80 vs. JRSIX (11.35).
| 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 | 13.429 | 13.952 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 2.05T | 0% |
| Annual Yield % from dividends | 1.06 | 1.11 | 96% |
| Returns for 1 year | 9.48 | 11.52 | 82% |
| Returns for 3 years | 47.14 | 66.89 | 70% |
| Returns for 5 years | 11.35 | 80.80 | 14% |
| Returns for 10 years | 74.22 | 225.71 | 33% |
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