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JRSTX vs VTSMX
JRSTX vs VTSMX Comparison
Open Charts JRSTX vs VTSMX
JH Adaptive Risk Mgd U.S. Eq T
Price$11.61
Change-$0.13 (-1.11%)
VolumeN/A
Net Assets598.42M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
JRSTX vs VTSMX Comparison Chart
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JRSTX vs. VTSMX commentary
Jun 15, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. JRSTX (598M). VTSMX pays higher dividends than JRSTX: VTSMX (1.18) vs JRSTX (1.00). JRSTX was incepted earlier than VTSMX: JRSTX (16 years) vs VTSMX (33 years). JRSTX (0.81) is less costly to investors than VTSMX (0.14). JRSTX is a more actively managed with annual turnover of: 250.00 vs. VTSMX (2.00). JRSTX has a lower initial minimum investment than VTSMX: JRSTX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. JRSTX (7.56). VTSMX return over 5 years is better than : 91.36 vs. JRSTX (11.37).
| JRSTX | VTSMX | JRSTX / VTSMX | |
| Total Expense Ratio | 0.81 | 0.14 | 579% |
| Annual Report Gross Expense Ratio | 0.81 | 0.14 | 579% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 0.346 | 1.349 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 1.82T | 0% |
| Annual Yield % from dividends | 1.00 | 1.18 | 84% |
| Returns for 1 year | 7.56 | 10.06 | 75% |
| Returns for 3 years | 41.26 | 57.59 | 72% |
| Returns for 5 years | 11.37 | 91.36 | 12% |
| Returns for 10 years | 47.03 | 178.92 | 26% |
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