JRSTX
Price
$12.35
Change
+$0.04 (+0.32%)
Updated
Jul 25 closing price
Net Assets
615.53M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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JRSTX vs VTSMX

Header iconJRSTX vs VTSMX Comparison
Open Charts JRSTX vs VTSMXBanner chart's image
JH Adaptive Risk Mgd U.S. Eq T
Price$12.35
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets615.53M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
JRSTX vs VTSMX Comparison Chart in %
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JRSTX vs. VTSMX commentary
Jul 27, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. JRSTX (616M). VTSMX pays higher dividends than JRSTX: VTSMX (1.12) vs JRSTX (0.96). 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 : 17.75 vs. JRSTX (14.73). VTSMX return over 5 years is better than : 93.51 vs. JRSTX (10.02).
JRSTXVTSMXJRSTX / VTSMX
Total Expense Ratio0.810.14579%
Annual Report Gross Expense Ratio0.810.14579%
Fund Existence16 years33 years-
Gain YTD6.7428.28781%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets616M1.91T0%
Annual Yield % from dividends0.961.1286%
Returns for 1 year14.7317.7583%
Returns for 3 years43.1960.6071%
Returns for 5 years10.0293.5111%
Returns for 10 years53.34200.9727%
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