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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$12.72
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets639.91M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
JRSTX vs VTSMX Comparison Chart in %
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JRSTX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. JRSTX (640M). VTSMX pays higher dividends than JRSTX: VTSMX (1.04) vs JRSTX (0.90). JRSTX was incepted earlier than VTSMX: JRSTX (16 years) vs VTSMX (34 years). JRSTX (0.81) 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 : 13.79 vs. JRSTX (8.12). VTSMX return over 5 years is better than : 84.86 vs. JRSTX (6.28).
| 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 | 34 years | - |
| Gain YTD | 9.940 | 13.012 | 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 | 1.04 | 86% |
| Returns for 1 year | 8.12 | 13.79 | 59% |
| Returns for 3 years | 55.13 | 76.02 | 73% |
| Returns for 5 years | 6.28 | 84.86 | 7% |
| Returns for 10 years | 61.99 | 225.10 | 28% |
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