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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$12.72
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets639.91M
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
JRSTX vs VTSAX Comparison Chart in %
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JRSTX vs. VTSAX commentary
Oct 19, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. JRSTX (640M). VTSAX pays higher dividends than JRSTX: VTSAX (1.13) vs JRSTX (0.90). JRSTX was incepted earlier than VTSAX: JRSTX (16 years) vs VTSAX (25 years). JRSTX (0.81) 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 : 13.81 vs. JRSTX (8.12). VTSAX return over 5 years is better than : 84.90 vs. JRSTX (6.28).
| JRSTX | VTSAX | JRSTX / VTSAX | |
| Total Expense Ratio | 0.81 | 0.04 | 2,025% |
| Annual Report Gross Expense Ratio | 0.81 | 0.04 | 2,025% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 9.940 | 13.023 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 2.02T | 0% |
| Annual Yield % from dividends | 0.90 | 1.13 | 79% |
| Returns for 1 year | 8.12 | 13.81 | 59% |
| Returns for 3 years | 55.13 | 76.08 | 72% |
| Returns for 5 years | 6.28 | 84.90 | 7% |
| Returns for 10 years | 61.99 | 225.85 | 27% |
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