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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$12.71
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets618.63M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
JRSSX vs VTSMX Comparison Chart in %
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JRSSX vs. VTSMX commentary
Aug 18, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JRSSX (619M). VTSMX pays higher dividends than JRSSX: VTSMX (1.09) vs JRSSX (0.00). JRSSX was incepted earlier than VTSMX: JRSSX (20 years) vs VTSMX (33 years). JRSSX (1.07) is less costly to investors than VTSMX (0.14). JRSSX is a more actively managed with annual turnover of: 250.00 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 : 16.21 vs. JRSSX (10.81). VTSMX return over 5 years is better than : 85.82 vs. JRSSX (6.35).
| 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 | 33 years | - |
| Gain YTD | 6.807 | 9.266 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 10.81 | 16.21 | 67% |
| Returns for 3 years | 32.50 | 46.80 | 69% |
| Returns for 5 years | 6.35 | 85.82 | 7% |
| Returns for 10 years | 48.93 | 202.54 | 24% |
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