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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$13.22
Change-$0.23 (-1.71%)
VolumeN/A
Net Assets635.7M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
JRSSX vs VTSMX Comparison Chart in %
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JRSSX vs. VTSMX commentary
Nov 14, 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 Hold.
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 : 13.42 vs. JRSSX (9.08). VTSMX return over 5 years is better than : 83.98 vs. JRSSX (9.25).
| 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 | 13.025 | 15.972 | 82% |
| 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 | 9.08 | 13.42 | 68% |
| Returns for 3 years | 45.57 | 68.22 | 67% |
| Returns for 5 years | 9.25 | 83.98 | 11% |
| Returns for 10 years | 68.90 | 235.40 | 29% |
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