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JRSTX vs VSTSX
JRSTX vs VSTSX Comparison
Open Charts JRSTX vs VSTSX
JH Adaptive Risk Mgd U.S. Eq T
Price$12.16
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets598.42M
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
JRSTX vs VSTSX Comparison Chart in %
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JRSTX vs. VSTSX 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 JRSTX is a Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. JRSTX (598M). VSTSX pays higher dividends than JRSTX: VSTSX (1.23) vs JRSTX (0.96). JRSTX was incepted earlier than VSTSX: JRSTX (16 years) vs VSTSX (9 years). JRSTX (0.81) is less costly to investors than VSTSX (0.01). JRSTX is a more actively managed with annual turnover of: 250.00 vs. VSTSX (2.00). JRSTX has a lower initial minimum investment than VSTSX: JRSTX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 13.91 vs. JRSTX (10.42). VSTSX return over 5 years is better than : 95.76 vs. JRSTX (12.24).
| JRSTX | VSTSX | JRSTX / VSTSX | |
| Total Expense Ratio | 0.81 | 0.01 | 8,100% |
| Annual Report Gross Expense Ratio | 0.81 | 0.01 | 8,100% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 5.099 | 6.427 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 1.82T | 0% |
| Annual Yield % from dividends | 0.96 | 1.23 | 79% |
| Returns for 1 year | 10.42 | 13.91 | 75% |
| Returns for 3 years | 42.59 | 62.21 | 68% |
| Returns for 5 years | 12.24 | 95.76 | 13% |
| Returns for 10 years | 53.49 | N/A | - |
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