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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$12.85
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets620.99M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
JRSTX vs VTSMX Comparison Chart in %
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JRSTX vs. VTSMX commentary
Sep 29, 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: 1.95T vs. JRSTX (621M). VTSMX pays higher dividends than JRSTX: VTSMX (1.07) vs JRSTX (0.93). 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 : 15.63 vs. JRSTX (11.09). VTSMX return over 5 years is better than : 96.53 vs. JRSTX (13.13).
| 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 | 11.063 | 12.949 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 621M | 1.95T | 0% |
| Annual Yield % from dividends | 0.93 | 1.07 | 87% |
| Returns for 1 year | 11.09 | 15.63 | 71% |
| Returns for 3 years | 61.48 | 80.25 | 77% |
| Returns for 5 years | 13.13 | 96.53 | 14% |
| Returns for 10 years | 72.50 | 249.92 | 29% |
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