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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$11.90
Change-$0.13 (-1.08%)
VolumeN/A
Net Assets598.42M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
JRSIX vs VTSMX Comparison Chart
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JRSIX vs. VTSMX commentary
Jun 16, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JRSIX (598M). JRSIX (1.19) and VTSMX (1.18) have matching dividends . JRSIX was incepted earlier than VTSMX: JRSIX (19 years) vs VTSMX (33 years). JRSIX (0.65) is less costly to investors than VTSMX (0.14). JRSIX is a more actively managed with annual turnover of: 250.00 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 : 10.06 vs. JRSIX (7.87). VTSMX return over 5 years is better than : 91.36 vs. JRSIX (13.09).
| JRSIX | VTSMX | JRSIX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 0.507 | 1.349 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 1.82T | 0% |
| Annual Yield % from dividends | 1.19 | 1.18 | 100% |
| Returns for 1 year | 7.87 | 10.06 | 78% |
| Returns for 3 years | 42.26 | 57.59 | 73% |
| Returns for 5 years | 13.09 | 91.36 | 14% |
| Returns for 10 years | 49.62 | 178.92 | 28% |
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