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JRSIX vs VTSMX
JRSIX vs VTSMX Comparison
Open Charts JRSIX vs VTSMX
JH Adaptive Risk Mgd U.S. Eq I
Price$12.34
Change-$0.81 (-6.16%)
VolumeN/A
Net Assets622.26M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
JRSIX vs VTSMX Comparison Chart in %
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JRSIX vs. VTSMX commentary
Feb 05, 2026
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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JRSIX (622M). VTSMX pays higher dividends than JRSIX: VTSMX (1.00) vs JRSIX (0.56). JRSIX was incepted earlier than VTSMX: JRSIX (20 years) vs VTSMX (34 years). JRSIX (0.65) is less costly to investors than VTSMX (0.14). JRSIX is a more actively managed with annual turnover of: 113.00 vs. VTSMX (2.00). JRSIX has a lower initial minimum investment than VTSMX: JRSIX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.79 vs. JRSIX (2.65). VTSMX return over 5 years is better than : 68.19 vs. JRSIX (7.66).
| JRSIX | VTSMX | JRSIX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 1.148 | 1.373 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 2.06T | 0% |
| Annual Yield % from dividends | 0.56 | 1.00 | 55% |
| Returns for 1 year | 2.65 | 14.79 | 18% |
| Returns for 3 years | 31.82 | 63.99 | 50% |
| Returns for 5 years | 7.66 | 68.19 | 11% |
| Returns for 10 years | 65.17 | 270.18 | 24% |
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