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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$12.49
Change+$0.10 (+0.81%)
VolumeN/A
Net Assets598.42M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JRSSX vs VTSAX Comparison Chart in %
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JRSSX vs. VTSAX commentary
Jul 07, 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 Buy 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 (1.21) vs JRSSX (0.00). JRSSX was incepted earlier than VTSAX: JRSSX (20 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 : 13.89 vs. JRSSX (10.24). VTSAX return over 5 years is better than : 95.62 vs. JRSSX (11.68).
| 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 | 20 years | 25 years | - |
| Gain YTD | 4.958 | 6.416 | 77% |
| 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 | 1.21 | - |
| Returns for 1 year | 10.24 | 13.89 | 74% |
| Returns for 3 years | 41.80 | 62.12 | 67% |
| Returns for 5 years | 11.68 | 95.62 | 12% |
| Returns for 10 years | 51.17 | 198.69 | 26% |
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