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JRSSX vs VTSAX
JRSSX vs VTSAX Comparison
Open Charts JRSSX vs VTSAX
JH Adaptive Risk Mgd U.S. Eq S
Price$11.93
Change-$0.13 (-1.08%)
VolumeN/A
Net Assets598.42M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
JRSSX vs VTSAX Comparison Chart
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JRSSX vs. VTSAX 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 JRSSX is a StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. JRSSX (598M). VTSAX pays higher dividends than JRSSX: VTSAX (1.28) vs JRSSX (0.00). JRSSX was incepted earlier than VTSAX: JRSSX (19 years) vs VTSAX (25 years). JRSSX (1.07) is less costly to investors than VTSAX (0.04). JRSSX is a more actively managed with annual turnover of: 250.00 vs. VTSAX (2.00). JRSSX has a lower initial minimum investment than VTSAX: JRSSX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. JRSSX (8.55). VTSAX return over 5 years is better than : 91.40 vs. JRSSX (10.91).
| JRSSX | VTSAX | JRSSX / VTSAX | |
| Total Expense Ratio | 1.07 | 0.04 | 2,675% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 0.252 | 1.365 | 18% |
| 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 | 0.00 | 1.28 | - |
| Returns for 1 year | 8.55 | 10.07 | 85% |
| Returns for 3 years | 40.61 | 57.61 | 71% |
| Returns for 5 years | 10.91 | 91.40 | 12% |
| Returns for 10 years | 45.02 | 179.53 | 25% |
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