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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$12.42
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets635.98M
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
JRSSX vs VTSMX Comparison Chart in %
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JRSSX vs. VTSMX commentary
Dec 26, 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: 2.06T 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 (1.09) 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 : 14.42 vs. JRSSX (1.80). VTSMX return over 5 years is better than : 76.81 vs. JRSSX (8.80).
| JRSSX | VTSMX | JRSSX / VTSMX | |
| Total Expense Ratio | 1.09 | 0.14 | 779% |
| Annual Report Gross Expense Ratio | 1.09 | 0.14 | 779% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 4.370 | 17.377 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 2.06T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 1.80 | 14.42 | 13% |
| Returns for 3 years | 39.29 | 78.00 | 50% |
| Returns for 5 years | 8.80 | 76.81 | 11% |
| Returns for 10 years | 50.25 | 234.96 | 21% |
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