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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$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.
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).
| 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 | 6.742 | 8.287 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 616M | 1.91T | 0% |
| Annual Yield % from dividends | 0.96 | 1.12 | 86% |
| Returns for 1 year | 14.73 | 17.75 | 83% |
| Returns for 3 years | 43.19 | 60.60 | 71% |
| Returns for 5 years | 10.02 | 93.51 | 11% |
| Returns for 10 years | 53.34 | 200.97 | 27% |
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