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JRSTX vs VTSAX
JRSTX vs VTSAX Comparison
Open Charts JRSTX vs VTSAX
JH Adaptive Risk Mgd U.S. Eq T
Price$12.04
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets635.98M
Vanguard Total Stock Mkt Idx Adm
Price$165.43
Change+$0.52 (+0.32%)
VolumeN/A
Net Assets2.06T
JRSTX vs VTSAX Comparison Chart in %
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JRSTX vs. VTSAX 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 JRSTX is a StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. JRSTX (636M). VTSAX pays higher dividends than JRSTX: VTSAX (1.11) vs JRSTX (0.89). JRSTX was incepted earlier than VTSAX: JRSTX (16 years) vs VTSAX (25 years). JRSTX (0.82) is less costly to investors than VTSAX (0.04). JRSTX is a more actively managed with annual turnover of: 113.00 vs. VTSAX (2.00). JRSTX has a lower initial minimum investment than VTSAX: JRSTX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.43 vs. JRSTX (1.52). VTSAX return over 5 years is better than : 76.83 vs. JRSTX (8.94).
| JRSTX | VTSAX | JRSTX / VTSAX | |
| Total Expense Ratio | 0.82 | 0.04 | 2,050% |
| Annual Report Gross Expense Ratio | 0.82 | 0.04 | 2,050% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 4.062 | 17.379 | 23% |
| 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 | 0.89 | 1.11 | 80% |
| Returns for 1 year | 1.52 | 14.43 | 11% |
| Returns for 3 years | 39.34 | 78.05 | 50% |
| Returns for 5 years | 8.94 | 76.83 | 12% |
| Returns for 10 years | 51.80 | 235.67 | 22% |
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