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JRSSX vs VTSMX
JRSSX vs VTSMX Comparison
Open Charts JRSSX vs VTSMX
JH Adaptive Risk Mgd U.S. Eq S
Price$13.42
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets635.7M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
JRSSX vs VTSMX Comparison Chart in %
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JRSSX vs. VTSMX commentary
Dec 04, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. JRSSX (636M). VTSMX pays higher dividends than JRSSX: VTSMX (1.02) vs JRSSX (0.00). JRSSX was incepted earlier than VTSMX: JRSSX (20 years) vs VTSMX (34 years). JRSSX (1.07) is less costly to investors than VTSMX (0.14). JRSSX is a more actively managed with annual turnover of: 113.00 vs. VTSMX (2.00). JRSSX has a lower initial minimum investment than VTSMX: JRSSX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. JRSSX (7.06). VTSMX return over 5 years is better than : 77.17 vs. JRSSX (8.19).
| JRSSX | VTSMX | JRSSX / VTSMX | |
| Total Expense Ratio | 1.07 | 0.14 | 764% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 12.185 | 15.489 | 79% |
| 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 | 0.00 | 1.02 | - |
| Returns for 1 year | 7.06 | 11.43 | 62% |
| Returns for 3 years | 41.78 | 64.40 | 65% |
| Returns for 5 years | 8.19 | 77.17 | 11% |
| Returns for 10 years | 60.52 | 223.01 | 27% |
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