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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$12.16
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets598.42M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
JRSTX vs VTSMX Comparison Chart in %
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JRSTX vs. VTSMX commentary
Jul 07, 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: 1.82T vs. JRSTX (598M). 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 : 13.89 vs. JRSTX (10.42). VTSMX return over 5 years is better than : 95.59 vs. JRSTX (12.24).
| 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 | 5.099 | 6.421 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 1.82T | 0% |
| Annual Yield % from dividends | 0.96 | 1.12 | 86% |
| Returns for 1 year | 10.42 | 13.89 | 75% |
| Returns for 3 years | 42.59 | 62.08 | 69% |
| Returns for 5 years | 12.24 | 95.59 | 13% |
| Returns for 10 years | 53.49 | 198.05 | 27% |
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