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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$11.96
Change-$0.06 (-0.50%)
VolumeN/A
Net Assets622.26M
Vanguard Total Stock Mkt Idx I
Price$164.61
Change-$0.80 (-0.48%)
VolumeN/A
Net Assets2.06T
JRSTX vs VTSMX Comparison Chart in %
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JRSTX vs. VTSMX commentary
Feb 05, 2026
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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. JRSTX (622M). VTSMX pays higher dividends than JRSTX: VTSMX (1.00) vs JRSTX (0.45). JRSTX was incepted earlier than VTSMX: JRSTX (17 years) vs VTSMX (34 years). JRSTX (0.82) is less costly to investors than VTSMX (0.14). JRSTX is a more actively managed with annual turnover of: 113.00 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 : 14.79 vs. JRSTX (2.25). VTSMX return over 5 years is better than : 68.19 vs. JRSTX (6.03).
| JRSTX | VTSMX | JRSTX / VTSMX | |
| Total Expense Ratio | 0.82 | 0.14 | 586% |
| Annual Report Gross Expense Ratio | 0.82 | 0.14 | 586% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 1.093 | 1.373 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 2.06T | 0% |
| Annual Yield % from dividends | 0.45 | 1.00 | 45% |
| Returns for 1 year | 2.25 | 14.79 | 15% |
| Returns for 3 years | 30.80 | 63.99 | 48% |
| Returns for 5 years | 6.03 | 68.19 | 9% |
| Returns for 10 years | 62.32 | 270.18 | 23% |
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